3Sem.·

📊 Portfolio update from 31.07. - I did this today:

✅ I took profits today from Amazon $AMZN (+2,06 %) , Microsoft $MSFT (-0,35 %) and NVIDIA $NVDA (+0,78 %) realized.

📥 This money was directly reinvested to strengthen dividend and future stocks.

💸 Newly invested (one-off purchases today):

Take-Two Interactive $TTWO (-0,06 %) - (future play with GTA 6)
Shell $SHEL (+0,18 %) - (energy + dividend)
BYD $1211 (+2,35 %) - (growth China/E-mobility)
Procter & Gamble $PG (-1,12 %) - (stable dividend, consumer goods)
Allianz $ALV (-0,28 %) - (high dividend, defensive)
McDonald's $MCD (-0,65 %) - (dividend aristocrat + consumer)

📆 Savings plans from August (monthly):

Johnson & Johnson $JNJ (-0,91 %)
Realty Income $O (-2,05 %)
FTSE All-World High Dividend Yield ETF $VHYL (+0,1 %)
S&P Global Dividend Aristocrats ETF $ZPRG (+0,68 %) (one-off)

➡️ Goal: More passive income through dividends & better balance in the portfolio between tech and defensive stocks.

🧠 Long-term oriented, with a clear focus on quality, stability & growth.

What do you think?

8 Commentaires

Dividenden D.@Dividenden_Dompteur

3Sem.

I don't think the Global Dividend Aristocrats is that great. It has a poor price (in comparison with the Vaneck, for example) and distribution growth is only roughly in line with inflation, i.e. a zero-sum game.

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BenMP@BenMP

3Sem.

Do you have an alternative for me?

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Dividenden D.@Dividenden_Dompteur

3Sem.

@BenMP I use the ETF search at Extra ETF. Better global dividend ETFs in terms of price, payout amount and payout growth are the Vaneck Morningstar dividend Leaders and the ishares Stoxx global dividend 100

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Kai@Dividenden-Sammler

3Sem.

@BenMP take a look at the 3 here. I personally use $FGEQ and the $TDIV
but the $GGRP is also worth a look.
Many people use $VHYL - it's basically the standard dividend ETF - which you already have.

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