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Good evening to all :)


I am in the process of reorganizing my portfolio. This will be my new portfolio. I simply want to invest in dividends and at the same time reduce the percentage of USA. I think I'm doing quite well this way, especially as I can also reduce my risk appetite.


First investment amount will be 4.527,00€ will be.


Of which as follows:


In each case 754,50€ in the 3 dividend ETFS = 2.263,50€


  • iShares STOXX Global Select Dividend 100 (Dist) - 754,50 €
  • SPDR S&P Global Dividend Aristocrats (Dist) - 754,50 €
  • Vanguard FTSE All-World High Dividend Yield (Dist) - 754,50 €


The others 2.263,50€ will be invested as follows


  • UBS MSCI USA Socially Responsible (Acc) - 1.131,75 €
  • iShares MSCI Europe SRI EUR (Acc) - 679,05 €
  • iShares Automation & Robotics (Acc) - 226,35 €
  • iShares MSCI Emerging Markets SRI (Acc) - 113,18 €
  • UBS MSCI Pacific Socially Responsible (Acc) - 113,18 €


We have a monthly savings plan of €300 which we divide up like this:


  • iShares STOXX Global Select Dividend 100 (Dist) - 50,00 €
  • SPDR S&P Global Dividend Aristocrats (Dist) - 50,00 €
  • Vanguard FTSE All-World High Dividend Yield (Dist) - 50,00 €


  • UBS MSCI USA Socially Responsible (Acc) - 75,00 €
  • iShares MSCI Europe SRI EUR (Acc) - 45,00 €
  • iShares Automation & Robotics (Acc) - 15,00 €
  • iShares MSCI Emerging Markets SRI (Acc) - 7,50 €
  • UBS MSCI Pacific Socially Responsible (Acc) - 7,50 €


So I am very satisfied. Are there others here who have an ETF portfolio in terms of accumulating and distributing?


PS: It is a sample portfolio for illustration purposes. I haven't invested yet or took about 1000€ profits from World and Paypal on Friday :)


Good night! :)


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13
15 Commenti

immagine del profilo
How do you get a portfolio of 2.6 million at the age of 26? Inherited? 😄
7
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immagine del profilo
And the backtest convinces you? I think this is a rather complicated way to achieve a below-average return. If you really want to start with a wild mix instead of a distributing world ETF, you could, for example, put 70/25/5 into the distributing $TDIV and the accumulating $CSNDX + $EIMI at the same time. This results in roughly the same weighting for sectors and regions, but almost twice as much for price gains and dividends.
2
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immagine del profilo
Apart from the fact that you have caused maximum confusion with your model portfolio, this is total nonsense. Far too many ETFs. That simply contradicts the basic idea of an ETF.

And considering SRI investments is really the crown on top of everything else, but not a crown of gold but a crown of junk. At the end of the day, it's your money, but I would strongly recommend reconsidering what your investment goals are.
1
immagine del profilo
And again to understand? Are you dissolving the entire portfolio and then building a new one with "only" a 4K system?

And that's too many ETFs for that amount. If you have €300 a month, put it all in the FTSE All World.
immagine del profilo
The figures seem very small to me for such a portfolio, so sus
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