6J·

Realty Income out - S&P 500 in 🇺🇸🌎

🔄 Depot update

Today I sold my Realty Income shares (102 shares at ~€5,102). 📉

Reason: At my young age, I want to focus more on growth - and Realty just hasn't been convincing lately.

💡 Instead, I put the entire proceeds directly into the Vanguard S&P 500 (VUSA) (48 shares at ~€5,025). 🚀

Currently the better choice for me: broadly diversified, solid companies, more growth potential.

I'm curious to see what effect the reallocation will have in the long term - compound interest continues to work diligently. 💪📈

👉 Question to the community: Would you prefer growth (e.g. S&P 500) in your younger years or would you continue to focus on dividend stocks like Realty?

18.08

Vanguard S&P 500 ETF

Acheté x48 à 104,69 €

5 025,12 €

25 Commentaires

N@Khlmysee

In my opinion, it is not far-sighted to call the stock a portfolio corpse. It is one of the few stocks that should be part of a proper portfolio as a core stock, alongside Stag Industrial, Hercules Capital and Brookfield renewables. In my opinion...

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K@TechNav

@Khlmysee Your Hexagon Purus position almost looks like a corpse to me, which you would be better off disposing of. You didn't realize your losses in time, as is your motto.

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N@Khlmysee

@TechNav The main thing is that you like the pears, but I'm glad you had your say.

It only becomes a corpse when losses have been realized. The opportunity costs are unsexy, but let me worry about that.

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Vik@Vik1337

Stag has 💩 div growth

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Lum0k@Lum0k

If you want to go for full growth, that's understandable. But you specifically write in your profile that you are pursuing a mix between growth and dividends, so I don't think the 5k in reality income is wrong.

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K@TechNav

Good call, but you bought right at the all-time high, in a market that is extremely hot and driven by greed +meme/bubble stocks in the index.
$QUS5 could be an alternative to the SP500 as it only includes the cash flow machines.

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MrSchnitzel@MrSchnitzel

@TechNav And?
If interest rates are cut in September, things will continue to go up, and he is also investing for the very long term, and the Ukraine war may soon be over, which could make the market more confident.

"it's not about timing the market, but about time in the market."

Best regards 😁

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Dominik@Dominik_76

@TechNav Let the dad do it. Time in the Market Beats Timing the Market. Or as Dr. Andreas Beck says, highs are not a good predictor, only crashes have information value. If the investment horizon is still over 10 years, it doesn't matter.

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TotallyLost@TotallyLost

@MrSchnitzel Take a look at which companies benefit most from interest rate cuts.
These are the boomers that need new money to refinance themselves.
So the bubble will become even bubblier 😅

What do you think, will we see the 45 Schiller P/E in the S&P500 next year?
https://www.multpl.com/shiller-pe

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K@TechNav

@TotallyLost This shill stock gives me nightmares every night... As if we are reliving 2000 déjà vu. A room full of gasoline, and just hope no Bullish/AI stock provides the spark....

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Tenbagger2024@Tenbagger2024

@TechNav
My dear, the ETF doesn't look bad.
What do you think of the $SP20?
Could also be an alternative.

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K@TechNav

@Tenbagger2024 I know the ETF, but I'm a fan of diversification, and the P/Ε is 35 (without the P/Εs over 60, which iShares always likes to leave out). The positions in it are too expensive for me. For me, this is an ETF that would suffer the most in a coming correction.

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MrSchnitzel@MrSchnitzel

@Tenbagger2024 Personally, I would also like the S&P500 Top20.

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MrSchnitzel@MrSchnitzel

@TotallyLost Yes, but the US has come out of every crisis so far.
Even Warren Buffet once recommended the S&P500 and the average return over the last 40 years (11.8%) speaks for itself, why should that change?

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Tenbagger2024@Tenbagger2024

@TechNav
But despite the corrections, I think it should perform better in the long term.
And a correction might be a good time to enter the market

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K@TechNav

@MrSchnitzelIm Basically, nothing changes, but you have to understand the investor horizon, i.e. the years, precisely. The 11.8% is calculated over decades and before the crashes. If you don't mind that the crash might come next year and you need 7-8 years to get back to where you started so that you get to 11.8% in 20-30 years, then go ahead.

Buffett himself is buying NOTHING at the moment, he is hoarding capital. He also says: "Be fearful when others are greedy." With Palantir at P/E 600 and the S&P and Nasdaq at their P/E ratios, you can say: everyone has just become so greedy, paying everything for an AI chip shop that doesn't earn a cent.

It will pop 100%, maybe tomorrow, maybe in 5 years. The market was also hot in 1995, but it only burst years later.

Buffett made money by buying after the crashes (e.g. Goldman Sachs after 2008), not by buying at the ATH. That should be clear.

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David@DerUnwissende

It depends on your strategy. If you can sleep more soundly with dividends, then go for it. Otherwise you will quickly sell your etf shares during corrections because you get too restless. And who knows whether in a few years' time the usa will still be producing the growth stocks it did in the past? I have a mixed portfolio with which I can sleep better. I know that you are sacrificing returns. It's up to you if you prefer growth, just don't go into dividend stocks. But I think the erf is also highly valued at the moment.

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GurkiHDx@GurkiHDx

The S&P 500 is a growth ETF? Learned something new again. I'm also pro-growth, but I'm betting on distributing ETFs.

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