immagine del profilo
Reads a bit too complex for me
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immagine del profilo
@DonkeyInvestor Donkeys are just cognitively simple 🤷‍♀️😉. Substantiate complex? Or donkeyish: Allda, what specifically do you not understand. 🤔🤔
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immagine del profilo
@Dividendenopi I understand everything. But I find it too complex. You have a dividend portfolio, but you also hold dividend ETFs. You have a World ETF and also EM and Europe in your portfolio. You complain about the high US share, which you want to balance out, but you have the Russel ...

It reads as if you are pursuing several goals in parallel with different strategies. And I'm not a fan of that
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immagine del profilo
@DonkeyInvestor Right, simply adding to dividend stocks and letting them run would of course be an option. 30 or 40 k in $BATS or $MO is attractive, but I don't dare because of the cluster risk. $VICI and $O I will still adjust the equity balance. I don't have the big stocks in the dividend ETF except $VZ, $HSBA and $BMY. And the $TDIV has just under 30% US, measured against the total in both ETFs little additional US share. EM and Europe nothing else with USA. The US share in the World is mainly in tech, I am not directly invested there. The Russel is speculative, could alternatively take a small cap Euro or World. And yes, I am pursuing a parallel goal with different strategies. My capital is my income.
immagine del profilo
@Dividendenopi What do you think about pursuing a goal with a strategy? That's exactly what makes it unnecessarily complex in my view.