4Mo·

Hello everyone,

I'm from Spain and I'm following a dividend investment strategy as I want to take advantage of the relatively low tax burden of only 19% on dividends in Spain. My portfolio is a combination of ETFs and individual stocks, trying to find a balance between growth and high dividends, as well as between developed and emerging markets.

First, an overview of my ETFs, which I can divide into two categories:

Emerging Markets:
$IEEM (+0,28 %)
iShares MSCI EM ETF: Growth-oriented (Growth)
$HDEM (-0,41 %) Invesco FTSE EM High Dividend Low Volatility ETF: High dividend yield (High Yield)

Developed Markets:
$ISPA (-0,51 %)
iShares STOXX Global Select Dividend 100: High dividend yield (High Yield)
$GGRP (-0,99 %)
WisdomTree Global Quality Div Growth: Growth-oriented (Growth)

These ETFs cover different regions and strategies: some focus on dividend growth, while others target high dividend yields. I also have positions in both emerging and developed markets.

My individual stocks:

$O (+1,37 %)
Realty Income because it is the typical dividend stock that almost everyone has and it is known for stable monthly distributions.
$EOG (-1,45 %)
Resources I like because of its strong ability to grow dividends and solid growth potential in the energy sector.
$CB (+0 %)
Chubb Limited I have included in my portfolio because Warren Buffet has invested in them. They also offer good dividend growth and have strong upside potential.

I would be very interested to hear your thoughts: Do you think this strategy has potential for success in the long term? Are there areas where I might need to diversify or consider a different approach?

Thanks in advance for your opinions!

This text was created with the help of artificial intelligence, as I am not a native speaker of German.

9Positions

3,22 %

7 Commentaires

Hebel-Horst@DoppelSchlechtMinus

4Mo

You can also simply write in Spanish here and it will automatically be translated quite well.
The overall performance of $HDEM is just horrible. For EM dividends I would rather use $PEH or $DEMD. And for my taste, your portfolio has too little Developed Markets Growth, for which $HMWO would be a good addition.

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Alpalaka@Alpalaka

4Mo

@Dividensenmann but then the range is missing :)

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Jose@dividend_dynamo_231

4Mo

@Dividensenmann Thanks for your recommendations! I have been comparing PEH and DEMD on JustETF and am thinking of replacing HDEM with PEH or DEMD. However, I see that DEMD has a very high dividend yield and I'm not sure if it's a "yield trap". Nevertheless, it seems to be performing at the same pace as PEH. I will definitely investigate this further.

Thanks again!

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David@DerUnwissende

4Mo

High yield etf performance is always miserable. You can also simply use a msci world or fste allword as a spinner.

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Jose@dividend_dynamo_231

4Mo

@DerUnwissende

Thanks for your suggestion! I actually find this approach interesting - using the MSCI World as the basis of the strategy and holding the remaining positions as additions in smaller proportions. I will definitely look into this more closely and see how it fits into my portfolio.

Thanks again for your input!

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Nurse@NurseTrader

2Mo

You are in the negative this year, I would change something in your portfolio. It's not going well

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Joris@JorisInvests

1Sem.

In your text you name $ISPA but in your portfolio you have $XGSD, which is way worse as ispa truly invests in the index and xgsd not truly. I don't like synthetic etfs, Xtrackers invests in USA stocks and covers performance and distributions by a contract with another party. So your money isn't going to the companies in the index. For the rest I like your strategy a lot. Stay true to it with constant contributions and your total performance will be excellent, just be patient as it is a slower strategy in which the first 4-5 years others will try to persuade you to switch to a growth strategy (in which the results are sometimes faster if you pick the right stocks/etfs), but a mix of dividend growth and higher div yield strategy is perfect. Here on Getquin your dividends 'leave' your portfolio, so always check your total performance 😉.

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