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Swap JEGP for WINC?

I have not been $JEGP (-0,16 %) for a year now. Despite €850 in dividends, I'm still €200 in the red.

It's actually a small 15K position by my standards. I just want to test out ETFs with high dividend yields.

Would you try to sell it, fill the loss pot and add the $WINC?

16 Commentaires

AI sagt@GoDividend

That's exactly how I made the switch. But I got out on the plus side. I also added the $LDGL

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Oleg@ScorpionfromBW

@GoDividend $LDGL but I think the percentage distribution will be similar to that of $TDIV. And I already have enough of that. It's primarily about higher distributions.

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Solitair@Solitair

Yes, I did the same thing. But it was only a small loss for me. I still have the $JEPQ, which works much better for me. But that doesn't have to mean anything, basically I think that the $WINC is the safest bank of all.

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Oleg@ScorpionfromBW

@Solitair I am currently down almost 7%. But of course, as always, I invested the full amount.

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S.A.U.@SAUgut777

@Solitair What do you think of your $YYYY, the bottom line is that you are now back in the black and just keep it running.

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Solitair@Solitair

@SAUgut777 is currently experiencing a slow but steady resurrection. A few weeks ago, my finger was already hovering over the sell button. But now I'm letting it go for the time being. The distribution has also risen again recently. I'm still slightly underwater in terms of the share price, but up overall. I'm also very happy with $ASWM, where I'm up 20% without distributions.

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S.A.U.@SAUgut777

@Solitair yes, unfortunately I missed the expansion of $ASWM at the low and now it has run a little too hot for me for the time being...I am also at ~ +20% but it is just a mini position, nevertheless, even small cattle make good manure in this case ...

In addition to the distributions, the NAV has also risen well again for both and I think the next distributions will also rise again somewhat.

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Solitair@Solitair

@SAUgut777 Unfortunately, I couldn't buy more because I didn't know how expensive my move would be. e.g. the famous washing machine broke down.🙈
Unfortunately, this is only a small position for me at the moment.

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S.A.U.@SAUgut777

23H

@Solitair Who hasn't experienced this, but fortunately we always have a little cushion for such things...

...whereby our "small" positions differ considerably anyway 👍🏻😅

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Rügen W.@SSIT

I did the same, but I only put just under half of it in the WINC and the rest in my bread and butter ETFs.

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Oleg@ScorpionfromBW

@SSIT that's not even 3% of my portfolio. That's why I think I can take a risk without much thought.

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S.A.U.@SAUgut777

I did the swap in exactly the same way and am completely at peace.

And if you sell the $JEGP, you'll get 70% of your loss credited to the FSA anyway...

And for high yield I also have the $YYYY and the $ASWM running alongside.

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Thomas@Thomas_1963

I did it the same way. I also added the $LDGL. I will also make it my largest position. However, I limit $WINC to a maximum of 10% of the portfolio size.

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Lucifer@Trial_and_Error

The question is, what will happen, I actually have all 5 $JEGP, $JEPQ, $TDIV, $LDGL and $WINC and yes the JEGP is the only red one for me (just under 10%) with divis not quite as extreme, I had bought + savings plan, but suspended it in the downward movement and am just restarting, in the end you can only see later whether it fits or was a mistake. I swapped the $IPRV for the $WINC today.

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NichtRelevant@NichtRelevant

21H

I have removed the $JEGP and ride a combination of $WINC and $TDIV. I quite like it at the moment.

I don't want to rule out adding the $JEPQ at some point, but I'm not sure yet.

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Diego@UgoFoscolo

21H

If you invest in a Msci Word acc ETF and you sell part of quotes, you will get the same result with a cheaper TER.

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