1Année·

Hi getquin community :)

I'm currently trying to decide on a relatively simple approach that should give me good exposure to growth stocks, while at the same time getting a decent amount of dividends for psychological reasons as I want to motivate myself. In the future I may avoid individual stocks, but for now the stocks I've chosen are there to give me more exposure to the energy and real estate sectors and more dividends.

My portfolio goal is:

$CSPX (+0,22 %) - 25%

$TDIV (+0,97 %) - 25%

$EXXT (+0,51 %) - 25%

$SDHY (-0,03 %) - 5%

$O (+0,02 %) - 10%

$VAR (+1,44 %) 5%

$HAUTO (+0,44 %) - 5%

Ideas/feedback are very welcome!

Edit: translated into German (please forgive any mistakes) and simplified my post as it was too confusing.

6 Commentaires

Staatsmann@Staatsmann

1Année

Why did you choose these particular securities?

With ETFs in particular, you would probably be better off with a $IWDA, even if the distributing variant offers a better return.

$VAR I wouldn't be interested in an ETF with negative cash flow just to be able to pay dividends.

$HAUTO I don't know enough myself.

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mr-wildestonks@mr-wildestonks

1Année

@Staatsmann My analysis for the selection of these ETFs was:

$CSPX and $EXXT: growth component, as these tend to outperform the global index. I want to avoid too much risk, so I didn't just choose $EXXT.

$TDIV As a counterbalance to the strongly US and technology-oriented stocks of $CSPX and $EXXT, this ETF contains more industrial and European companies.

$SDHY - Some diversification with bonds, also good dividends.

$O - Some diversification with real estate, plus monthly dividends, which are a good way to keep you motivated at the beginning.

$VAR - Some diversification with the energy sector, also good dividends. I used to be based in Norway, so I have some bias towards Norwegian companies as I know them (but obviously not their financials as I didn't know about the negative cash flow). But I agree that this doesn't seem to be too good.

$HAUTO - Mainly dividend related, but the company also seems to have a good growth path.

Would you say this thought process makes sense? I'm a complete novice when it comes to investing :)

Or would it be best to just stick with $IWDA and get rid of all other securities.

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1Année

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mr-wildestonks@mr-wildestonks

1Année

@JED92 After some analysis I've also decided to go with a more US- and Tech-oriented portfolio, while still trying to keep some level of diversification. My goal is to re-balance and reach the following distribution: 15% $ISAC, 15% $SMEA, 20% $IUIT , 50% $CSPX .

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mr-wildestonks@mr-wildestonks

1Année

@JED92 I've been thinking about keeping some amount invested in Bonds. Right now my goal isn't to get income from the investments but the diversification aspect of the investment is interesting to me. Currently analysing if I remove Bonds altogether for now, or keeping around 5% in $SDHY or $XUHY. But as I don't know much about Bonds, I'm still not 100% sure on what to do.

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