6Lun·

New dividend portfolio

I would like to start a completely new portfolio that will primarily revolve around dividends.

As a core I was thinking of $TDIV (+0,57 %)

Would you say this is a good core?

If not I would add $VHYL (+0,11 %) add.

Additionally I would like to have a CC ETF as a kind of support, probably $JEGP (+1,08 %) and or $SXYD (-0,22 %)

I would like to represent the NASDAQ with $EQQQ (+0,56 %) but I will represent it with $ASML (-2,43 %) and $2330 will be added.

Allianz $ALV (-0,16 %) and Munich Re $MUV2 (+0,98 %) I definitely want to include, but they are too expensive for me financially, so I was thinking of the $EXH5 (+0,45 %)

Oil shares are represented by $VAR (+3,77 %) and one more.

Do you have any recommendations?

I am thinking about $CVX (+1,45 %)
$EQNR (+3,24 %) and $PETR4 (+1,7 %)

I would also like renewable energies, but I'm not familiar with them.

Do you have any suggestions?

Becoming a defensive company $ULVR (-0,44 %)
$D05 (+0,18 %)
$O (+0,97 %) and of course $NOVO B (+1,36 %) Being.

$BATS (+1,4 %) I already have in a portfolio, would it be too much of a lump to add $MO (+0,96 %) to add to it?

I still have $KHC (+2,49 %) on the watchlist but the split is not going so well, would it be wise to start with a savings plan?

Apart from that $RIO (+0,48 %)
$NKE (-1,14 %)
$1211 (+0,22 %)
$SOFI (+1,77 %) and $HAUTO (-1,8 %) will be represented with smaller positions.

What is your opinion?

Would you improve anything?

What else would you add, especially in EE and defensive stocks?

Feedback is very important to me here, so far I have just been wandering aimlessly around the stock market without a fixed plan and strategy.

This is my first attempt to build something serious.

Greetings to all Getquins out there!

32 Comentarios

Homer@Simpson

6Lun

https://youtu.be/RGxhve3D03c?si=hIgslHYLCp4hCdB0

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Johnny B.@JBatelli

6Lun

I've often been advised here to keep it simple. And unfortunately there's always a lot to it in the end.
$TDIV and $EQQQ ready. They complement each other well. And then divide it up into percentages as you wish. You'll get just as much dividend and return as if you bought all the stocks mentioned.

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Rene@Rene22

6Lun

Here is my feedback:

Core: I would prefer $VHYL over $TDIV - more established since 2013, larger fund volume (€5.72bn) and lower costs (0.29% vs 0.38%).

Covered Call ETFs: $JEGP and $SXYD are very new to the market - would test with smaller positions.

$EXH5 For insurance companies: Perfect solution instead of individual stocks.

Renewable energies: $INRG would be my favorite - established and diversified.

Good luck.

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Andi@AnBor209

6Lun

Basically, you need to think about whether you want a high yield or a high dividend. You rarely get both together. That's why the tip with $TDIV is not bad, but you have to be aware of the Dutch withholding tax. Take a look at the ETF $HMWO to see if it meets your criteria.

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PikaPika0105@PikaPika0105

6Lun

What do you expect from a dividend portfolio in the long term?

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Ver todas las 23 respuestas adicionales

Mat-ice@Mat-ice

6Lun

Add a bit of blackrock world mining trust for the solid dividend and commodity exposure

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Gomerdoc@Gomerdoc

6Lun

And a dividend-oriented portfolio, including the withdrawal of these dividends, is quite attractive for some people.
Without capital depletion, with further growth of the capital through price increases, to have annually growing dividend yields, which at $NOVO B, for example, are somewhere in the region of 65% per year for me:
However, you have to have been invested for 20 years to achieve this, but from hearsay there are such people 😁😉😁.

Invested a large sum back then. I don't think >60% return on this invested capital is bad, every year; and when I sell these shares today, the share price gain is just the icing on the cake.
No trading fees, no capital gains tax on share price gains on sale.
However, I would never do the latter.

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