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Daniel · 2024-01-30T08:05:47.553730Z

Hallo zusammen, Ich wollte auch mal mein Portfolio teilen und Meinungen einholen. Ich verfolge eine Core Satellite Strategie. Hauptanker soll der FTSE All World sowie der Global quality income ETF sein. Bis vor kurzem wurde auch noch ein Emerging Markets ETF bespart den ich aufgrund der schlechten Performance rausgeworfen habe. Ebenfalls soll noch der BIT Global Internet Leaders, S&P China 500, sowie Tencent aus dem Depot fliegen. Aktuell wird der $VWRL mit 1.000€ monatlich bespart sowie ca 500€ in Einzeltitel, um hier einen Einstandswert von ca 2.500€ pro Titel zu erreichen. Ebenfalls bespare ich noch alle 3 Monate den $RBOT mit 300€. Je nach verfügbaren Kapital wird dann noch der $FGEQ oder aktuell der $IEMB bespart. Ziel ist es von den aktuellen ca 75% in ETF's auf 80% aufzustocken. Ausschüttungen sind bei mir sehr gewünscht, da diese einen psychologischen Effekt haben und langfristig kein Verkauf der Anteile geplant ist, sodass ich hier mit dem Einstand bereits zukünftig höhere persönliche Dividendenrenditen erhalten möchte. ich freue mich auf euer Feedback.

Daniel

@DividendenDino

11Mo·

Hello everyone,

I wanted to share my portfolio and get some opinions.

I am pursuing a core satellite strategy. The main anchor should be the FTSE All World and the Global quality income ETF.

Until recently I also held an Emerging Markets ETF which I threw out due to its poor performance.

The BIT Global Internet Leaders, S&P China 500 and Tencent are also to be removed from the portfolio.

Currently the $VWRL (+0,22 %) is currently being saved with €1,000 per month and around €500 in individual securities in order to achieve a cost value of around €2,500 per security.

I also save every 3 months for the $RBOT (+0,36 %) with €300.

Depending on the available capital, the $FGEQ (-0,05 %) or currently the $IEMB (-0,26 %) is saved.

The aim is to increase the current approx. 75% in ETFs to 80%.

I am very keen on distributions, as these have a psychological effect and I am not planning to sell the shares in the long term, so I would like to receive higher personal dividend yields in the future with my initial investment.

I look forward to your feedback.

8 Commentaires

11Mo

2 questions: why add the ACWI IMI to the All World and not a small cap ETF?
And just out of interest, when the 2500€ in the individual stocks is reached, would you just put the 1500€ into the ETFs and then shift the weighting to the ETFs over the coming years? But what is the point of the individual stocks then?

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Daniel@DividendenDino

11Mo

The ACWI IMI was still in the discovery phase, so to speak, and at that time I wanted to reduce my distributions as the All World was only available free of charge in the distributing version. However, I later decided that I would rather receive dividends. However, as I still want to defer the taxes, this is still available, but it may also be reallocated in the near future, as advance lump sums currently have to be paid anyway.

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Kevin E.@KevinE

11Mo

@Ikigai and why throw out the EM if it has just performed badly? EM is valued at a historically low level, while the USA is already very expensive in comparison.
EM has also had times of great outperformance against the S&P500. Of course, we don't know now whether that will happen again.
The current undervaluation is simply due to the fact that political uncertainties are now being priced in. However, these have always been more pronounced in recent years than in the US.

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Daniel@DividendenDino

11Mo

Regarding the question about the individual stocks, yes, the ETF savings portion will then be increased so that I end up with 80%. After that I will either increase each individual stock or add new stocks

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Ikey@Ikigai

11Mo

@KevinC tagged wrong :)

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Ikey@Ikigai

11Mo

@DividendenDino Thanks for the explanation!

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