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TIEJEY · 2024-09-13T21:54:42.025875Z

Guten Abend an alle :) Ich bin gerade dabei mein Portfolio umzuschichten. So wird mein Neues Portfolio. Ich möchte einfach auch in Dividenden investieren und gleichzeitig den Prozentualen Anteil an USA verringern. Ich denke so fahre ich ganz gut zumal ich auch meine Risikobereitschaft verringern kann. Erst Anlage Betrag werden 4.527,00€ sein. Davon wie folgt: Jeweils 754,50€ in die 3 Dividenden ETFS = 2.263,50€ iShares STOXX Global Select Dividend 100 (Dist) - 754,50 € SPDR S&P Global Dividend Aristocrats (Dist) - 754,50 € Vanguard FTSE All-World High Dividend Yield (Dist) - 754,50 € Die anderen 2.263,50€ werden wie folgt investiert UBS MSCI USA Socially Responsible (Acc) - 1.131,75 € iShares MSCI Europe SRI EUR (Acc) - 679,05 € iShares Automation & Robotics (Acc) - 226,35 € iShares MSCI Emerging Markets SRI (Acc) - 113,18 € UBS MSCI Pacific Socially Responsible (Acc) - 113,18 € Wir haben einen Monatlichen Sparplan von 300€ den wir so aufteilen: iShares STOXX Global Select Dividend 100 (Dist) - 50,00 € SPDR S&P Global Dividend Aristocrats (Dist) - 50,00 € Vanguard FTSE All-World High Dividend Yield (Dist) - 50,00 € UBS MSCI USA Socially Responsible (Acc) - 75,00 € iShares MSCI Europe SRI EUR (Acc) - 45,00 € iShares Automation & Robotics (Acc) - 15,00 € iShares MSCI Emerging Markets SRI (Acc) - 7,50 € UBS MSCI Pacific Socially Responsible (Acc) - 7,50 € So bin ich sehr zufrieden. Gibt es hier auch andere die ein ETF Portfolio haben bzgl. Thesaurierend und Ausschüttend ? PS: Es ist ein Musterdepot zur Veranschaulichung. Habe noch nicht investiert bzw am Freitag ca 1000€ Gewinne mitgenommen aus World und Paypal :) Gute Nacht! :) $USSRI $VHYL $RBOT

TIEJEY

@TIEJEY

4Lun·

Good evening to all :)

I am in the process of reorganizing my portfolio. This will be my new portfolio. I simply want to invest in dividends and at the same time reduce the percentage of USA. I think I'm doing quite well this way, especially as I can also reduce my risk appetite.

First investment amount will be 4.527,00€ will be.

Of which as follows:

In each case 754,50€ in the 3 dividend ETFS = 2.263,50€

iShares STOXX Global Select Dividend 100 (Dist) - 754,50 €
SPDR S&P Global Dividend Aristocrats (Dist) - 754,50 €
Vanguard FTSE All-World High Dividend Yield (Dist) - 754,50 €

The others 2.263,50€ will be invested as follows

UBS MSCI USA Socially Responsible (Acc) - 1.131,75 €
iShares MSCI Europe SRI EUR (Acc) - 679,05 €
iShares Automation & Robotics (Acc) - 226,35 €
iShares MSCI Emerging Markets SRI (Acc) - 113,18 €
UBS MSCI Pacific Socially Responsible (Acc) - 113,18 €

We have a monthly savings plan of €300 which we divide up like this:

iShares STOXX Global Select Dividend 100 (Dist) - 50,00 €
SPDR S&P Global Dividend Aristocrats (Dist) - 50,00 €
Vanguard FTSE All-World High Dividend Yield (Dist) - 50,00 €

UBS MSCI USA Socially Responsible (Acc) - 75,00 €
iShares MSCI Europe SRI EUR (Acc) - 45,00 €
iShares Automation & Robotics (Acc) - 15,00 €
iShares MSCI Emerging Markets SRI (Acc) - 7,50 €
UBS MSCI Pacific Socially Responsible (Acc) - 7,50 €

So I am very satisfied. Are there others here who have an ETF portfolio in terms of accumulating and distributing?

PS: It is a sample portfolio for illustration purposes. I haven't invested yet or took about 1000€ profits from World and Paypal on Friday :)

Good night! :)

$USSRI (+0,31 %)
$VHYL (-0,7 %)
$RBOT (+0,58 %)

15 Comentarios

4Lun

How do you get a portfolio of 2.6 million at the age of 26? Inherited? 😄

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Tojasoku@Tojasoku

4Lun

@Barrd Looking at the portfolio, that seems likely. million invested at once in 2021.

The aim should be to pass this on to your own children 👍🏻🚀

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TIEJEY@TIEJEY

4Lun

@Barrd It would be nice, unfortunately it is a sample portfolio manually compiled for illustration purposes 😂😊

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Dennis@GordonGekko83

4Lun

@Barrd He has already answered it. All his leverage products are missing and a year ago he still had 4K or something;-)

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Jan@Barrd

4Lun

@GordonGekko83 gesehen!

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Flo87FFM@Flo87FFM

3Lun

@Barrd

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Hebel-Horst@DoppelSchlechtMinus

4Lun

And the backtest convinces you? I think this is a rather complicated way to achieve a below-average return. If you really want to start with a wild mix instead of a distributing world ETF, you could, for example, put 70/25/5 into the distributing $TDIV and the accumulating $CSNDX + $EIMI at the same time. This results in roughly the same weighting for sectors and regions, but almost twice as much for price gains and dividends.

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TIEJEY@TIEJEY

4Lun

@Dividensenmann How do you know that it will remain below average in the future?

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Hebel-Horst@DoppelSchlechtMinus

4Lun

@TIEJEY Have you seriously looked into the products? In which macroeconomic scenario do you expect "Global Dividend Aristocrats", for example, to outperform?

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Soprano@Soprano

4Lun

Apart from the fact that you have caused maximum confusion with your model portfolio, this is total nonsense. Far too many ETFs. That simply contradicts the basic idea of an ETF.

And considering SRI investments is really the crown on top of everything else, but not a crown of gold but a crown of junk. At the end of the day, it's your money, but I would strongly recommend reconsidering what your investment goals are.

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Jan@Barrd

4Lun

And again to understand? Are you dissolving the entire portfolio and then building a new one with "only" a 4K system?

And that's too many ETFs for that amount. If you have €300 a month, put it all in the FTSE All World.

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