2Sem.·

Buy of the week - Core position further expanded!

Yesterday I again increased my core position with the $TDIV (+0,12 %) again. I still see this ETF and the shares it contains as good performers and will continue to invest in it in the future and build it up over the long term. Even if the dividend yield has fallen a little due to the good performance - that's simply part of the game.

What did you buy yesterday? Or what is your buy of the week? Will it perhaps be SpaceX on Friday?

I'm looking forward to your purchases!

~ Yield Rudin

#TDIV
#Dividenden
#ETF
#BuyAndHold
#KaufDerWoche
#Investieren
#RenditeRudin

08.06

VanEck Morningstar Developed Markets Dividend Leaders

Acheté à 47,68 CHF

7 Commentaires

David@Redfox77

2Sem.

My core consists of $XMAW, $TDIV and $BRK.B. All three were increased last week for rebalancing reasons. The momentum strategies had run away 😉

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Rendite Rudin@RenditeRudin

2Sem.

Rebalancing is always good, good luck!

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David@Redfox77

2Sem.

@RenditeRudin Thank you, I wish you the same!

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Soprano@Soprano

2Sem.

In my view, this ETF has a lot more hype than it warrants. Basically, it all consists of 4 types of companies:

- Oil multinationals that will be favoured if e-cars catch on
- Telecoms providers that will be favoured if satellite networks catch on
- Banks that are in trouble when interest rates rise
- Pharmaceutical companies in difficulties

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Rendite Rudin@RenditeRudin

2Sem.

@Soprano Banks and pharma always have their raison d'être and the issue with EVs didn't work out as originally thought. But of course, it's not a global ETF and not as broadly diversified, I'm with you on that. That's why I'm now stopping my expansion and increasing my position in Vanguard All-World High Dividend so as not to create too much of a gap between the two ETFs.

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Soprano@Soprano

2Sem.

@RenditeRudin Well, I don't think the ETF is bad per se, but it is highly praised because people imagine that high dividends can go well together with price gains. However, this ignores the special gains due to the oil crisis in Iran. It won't work out that way every year.

With Vanguard, you definitely have significantly more diversification and, above all, QUALITY. JP Morgan instead of Banco Bilbao. AbbVie instead of Pfizer. Coca Cola instead of Pepsi. These are the safe dividends in the long run.

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Rendite Rudin@RenditeRudin

2Sem.

@Soprano That's how I see it too, which is why I want to make sure that you're not at the mercy of anyone here

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