Hello dear Getquin community,
today I have struck again with the following positions:
What did you buy this week or what is on your shopping list?
Looking forward to your ideas! ๐๐
Messaggi
318Hi everyone,
Iโm reaching out for some help and guidance, especially since this community is full of people willing to share their experience and knowledge.
About 5 years ago, I got to know that my father had most of his life savings sitting in a regular bank account earning just 1.25% interest per year. It honestly hurt to see all his hard work being slowly eaten up because of it. At the time, I tried to convince him to invest at least a portion in something like an ETF, but with no success. I eventually let it go, after all, itโs his money, and I could understand why he chose to be so conservative with it, even if it's not what I would've done.
Now, five years later, he seems to have changed his mind. Weโve started discussing how to allocate the money more effectively. For context he plans to retire in about 9 years.
The idea is to focus a bit more on growth over the next 9 years, and then gradually shift the allocation toward a more fully dividend-focused portfolio. That way, he can generate passive income and wonโt have to rely solely on his pension in retirement.
Iโm still learning and would really appreciate some feedback from more experienced investors.
Thanks to everyone in advance!
โโโโโโโโโโโโโโโโโโโโโโโโโโ
Hereโs the current allocation we are working on:
๐ฆ Growth ETFs โ 40%
๐ฅ Dividend ETFs โ 20%
๐ฉ Bonds โ 15%
๐ช Individual Stocks โ 7.5%
๐ง Cash Reserve โ 2.5%
Emergency Fund โ 15%
โโโโโโโโโโโโโโโโโโโโโโโโโโ
โโโโโโโโโโโโโโโโโโโโโโโโโโ
I would really appreciate feedback on the following:
โโโโโโโโโโโโโโโโโโโโโโโโโโ
The $C (-0,09%) currently recommends the FTSE 100, as it is well suited as a hedge against the risk in the Middle East. This is illustrated by 3 factors.
๐ข๐๐๐๐๐๐๐๐ ๐๐๐พ๐๐ ๐ป๐๐๐๐๐๐ผ๐๐พ & ๐ฒ๐ผ๐๐๐พ๐๐๐พ๐ ๐ ๐๐๐๐พ๐ ๐๐๐๐๐พ ๐ค๐๐พ๐๐๐ ๐๐๐ฝ ๐ฝ๐พ๐ฟ๐พ๐๐๐๐๐พ ๐ฒ๐พ๐๐๐๐๐พ๐ ๐บ๐ ๐ ๐๐๐๐พ๐๐๐๐พ๐ ๐ ๐พ ๐ฎ๐๐๐๐พ๐๐ฟ๐๐๐๐พ๐, ๐ฟ๐บ๐ ๐ ๐ ๐ฝ๐๐พ ๐๐ ๐๐ป๐บ๐ ๐พ๐ ๐ฑ๐๐๐๐๐พ๐ ๐๐พ๐๐๐พ๐ ๐๐๐พ๐๐๐พ๐.
Hello my dears...
There have been adjustments to the Sina 40
Out:
$JNJ (-0,27%)
$ALV (+0,23%)
$CS (+0,22%)
$NVDA (+0,76%)
$7974 (-0,93%)
$ULVR (-0,88%)
$NFLX (-0,22%)
NVIDIA only 50%
apart from j+J, there was considerable profit-taking in some cases (I think 25% is comparatively high for a company like Unilever)
In:
$ANET (+0,45%)
$ORCL (+0,71%)
$6857 (+3,25%)
$AVGO (+0,74%)
$TXN (+0,45%)
$COST (-0,02%)
Stocked up:
The remaining cash is โฌ 2330, which will remain there for the time being. Currently the Sinas is 40, therefore only one Sinas 39. Let's see where the cash will then go in number 40
PS: the chart has been completely messed up by the adjustments. We were actually at 2.71 % 1 Y
Reallocation and capital procurement. Total return of 33 percent combined with dividends
Hey community,
I would like to build up a dividend portfolio with some growth and have made a plan.
I'm really looking forward to your feedback.
$VHYL (-0,02%) 35%
$MSFT (-0,27%) 10%
$V (+0,18%) 5%
$ULVR (-0,88%) 10%
$O (-0,12%) 5%
While young and old alike are painting their helmets today, I'm taking it easy.
There were equal parts $PG , $ULVR (-0,88%) and $NESN (-0,66%) to the depot.
I migliori creatori della settimana