1Lun·

Cartera de dividendos

Tengo una cartera centrada en parte en dividendos y crecimiento, que pensáis en añadir un 10% al ETF $JEPQ (+0,28 %) ? Muy buen rendimiento por dividendo se le espera (8-10% anual) y en EEUU funciona de maravilla. Dar un pequeño porcentaje del portafolio para incrementar un poco ese rendimiento por dividendo medio.

VAMOS A POR LA ANSIADA LIBERTAD FINANCIERA!!!

19 Comentarios

TotallyLost@TotallyLost

1Lun

Take a look at $JEGP , which is also a covered call strategy, but with a stronger focus on dividend and low volatility stocks.

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Llopis110@llopis110

1Lun

@TotallyLost Yeah, I have the 20% in that ETF. Im thinking to add $JEPQ wuth 10% too. What do u think? Or may be I will put the $JEGP IN 30%?

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Rendite Rudin@RenditeRudin

1Lun

look at SPYI!

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Llopis110@llopis110

1Lun

@RenditeRudin I need UCITS ETFs Im from Europe😓

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Rendite Rudin@RenditeRudin

1Lun

@llopis110 ah yeah my bad

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Llopis110@llopis110

1Lun

@RenditeRudin No problem sir! Appreciate it! 🫡

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TotallyLost@TotallyLost

1Lun

@llopis110 what do you need the cashflow for?
What is the aim of this investment and what is your time horizon?

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Llopis110@llopis110

1Lun

@TotallyLost to have a certain passive monthly income and a certain growth in search of financial independence

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TotallyLost@TotallyLost

1Lun

@llopis110 Do you reinvest this income or do you spend it?

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Llopis110@llopis110

1Lun

@TotallyLost actually Im reinvesting it

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TotallyLost@TotallyLost

1Lun

@llopis110 Then you should probably buy a Quality Dividend Growth fund like $GGRG or $FGEQ
Where you have companies with growing cash flow, as a kind of weird option premium strategy

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Llopis110@llopis110

1Lun

@TotallyLost Yes, I was thinking about adding $FGEQ , but what would you change about my portfolio to add it and what percentage?

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Llopis110@llopis110

1Lun

@TotallyLost Since I would like to have $JEPQ in 8-10% of my portfolio

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TotallyLost@TotallyLost

1Lun

@llopis110 I get the impression that you don't need income right now, so I wouldn't bet so hard on the dividend.
But if you really need the distributions so you're motivated to keep investing, then scratch $VHYL $JEPQ and $JEGP and go for a Dividend Growth Fund. It's much better in the long run.

Here's a nice article on why you shouldn't bet so much on dividends if you have the time:
https://getqu.in/GepPDm/

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Llopis110@llopis110

1Lun

@TotallyLost Which dividend growth fund do you recommend?

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TotallyLost@TotallyLost

1Lun

@llopis110 $FGEQ or $GGRG but thats only my opinon.
I personaly use $GGRG $XDEQ and $PEH for the quality part in my portfolio

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Llopis110@llopis110

1Lun

@TotallyLost what do u think about $WQDS ? may be better than $FGEQ or the same? Im thinking to add the first with a 15% of my portfolio. Since you're right, I should add a fund that focuses more on growth than on dividends, such as one of these two. Which do you think is better from your point of view? Or are they quite similar?

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TotallyLost@TotallyLost

1Lun

@llopis110 $WQDS does not look so hot compared to $FGEQ , i would take $FGEQ any day over $WQDS

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Franco@interfrancos

1Lun

Excelente, da buenos rendimientos. Se puede combinar con JEIP, JEPG y WINC para aumentar el flujo de efectivo.

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