@KevinE The individual stocks AD, BFIT, WHA and NN don't necessarily have to outperform the VWRL. It do has to give me cashflow and give me more return in total then my other investments did. what do you think is a reasonable size in a portfolio then my 20%?
@KevinE$TDIV is a good one, but does have relatively high cost though: Annual Report Expense Ratio 0.38% compared to 0,22% for $VWRL . Could be a factor for the longer term, even though it seems negligible.