For the Dutch among us

Made 2 purchases today to expand my dividend portfolio.

$TDIV (-0,35%)

$JEGP (-0,09%)

Curious about my portfolio?

Do you have any buying opportunities for a dividend investor?

Let me know, and comment on my channel

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https://youtu.be/3HWgK2vc7vg

Like/feedback is appreciated !

I regularly (over)check whether my "plan" makes sense and like to listen to or read everything that comes to my attention regarding investing. Even completely different opinions or views, simply because I'm sure I don't know or can correctly assess every aspect.

Here is the actual topic:

$JEGP (-0,09%) seems to be quite popular here and I asked myself or chatgpt whether this might not even be an alternative for me or the children's portfolio.

I was actually surprised by the answers, because I was also interested in the prices, dividends and TER.

Long-term returns

1- MSCI World between 6-9%

2- JEPI /JGPI should be 6-8%

3- QYLD between 5-7%

Risk (whatever that means)

1- medium

2- lower

3- low

Remarks

1-Strong performance in growth phases

2- stable, but with capped price potential, especially in growth phases

3- high payout, but hardly any growth

What do you think? Do you come to similar conclusions or is the AI telling me garbage here?

See heading, have thought of $JEGP (-0,09%) thought. Other opinions?

Hi folks,

I also wanted to take the opportunity to ask the community for advice. I'm still quite new here (started in January 2024) and have been thinking about changing my ETF savings plan strategy for a few weeks. I am currently saving the 5 ETFs you see in the screenshot below, each with 200€ / month.

$XDWD (-0,22%)
$IUIT (-0,36%)
$CSNDX (-0,32%)
$VWRL (-0,28%)
$VUSA (-0,27%)

However, I've been thinking more and more about stopping either the S&P 500 Info Tech. or the NASDAQ 100. I actually have two ETFs in mind. Divided into distributing and distributing per world and with a focus on the US, which would then be the case.

However, in recent weeks we have been reading more and more here and in other media about the $TDIV (-0,35%) and also from $JEGP (-0,09%) .

I'm currently a bit torn because I actually want to reduce to four ETFs, but due to $TDIV (-0,35%) and $JEGP (-0,09%) tempted to expand after all 🙈😅

What would you advise me to do? My investment horizon is 30+ years. In addition to the €1,000 in ETFs, I save €1,000 a month to invest in individual shares.

Completely different ideas for the constellation are also welcome. I like to be inspired and think about it.

PS: before I forget, a huge thank you to this great community, which has made my start in investing much easier. The daily posts and discussions are fun and expand my knowledge from day to day. A positive side effect is the reduced consumption of other social media 🤣

Enough said, I look forward to your feedback. Have a nice rest of Sunday everyone!

John

Hello everyone and have a nice Sunday. I would like to hear your opinion, hard-hitting and honest, on my current portfolio.

I would like to emphasize up front that I have only been investing money since the beginning of 2023. My journey started directly with the tough crypto market. But good thing... As a result, I am very much in the plus with BTC and some altcoins... and very much in the minus with others... that's life 😁

I got into the stock market and my ETF savings plan in May 2024.

Since then, I've been investing in these 3 ETFs every month:

1) $IWDA (-0,23%) 50% - currently + 6.1%

2) $EIMI (-0,1%) 30% - currently + 6.6%

3) $RBOT (-0,67%) 20% - currently + 8.6%

Also bought some individual stocks such as $MSTR (-6,26%) , $COIN (+1,52%) , $PLTR (-0,7%) , $RIOT (+2,87%) and many more. I am also strongly up on the majority of them.

I monitor the markets on a daily basis and am increasingly looking for opportunities to pick up good and interesting ETFs or, in some cases, individual stocks (focus on dividends)

I have now made the following adjustments or added stocks (ETFs) in recent months:

4) $JEPQ (+0,22%)

5) $JEGP (-0,09%)

6) $TDIV (-0,35%)

I have included the two from jpmorgan as distributing etfs to generate additional cash flow. Getting money every month is just a good feeling and I thought I'd rather do it with these etfs than look for additional individual stocks.

The $TDIV (-0,35%) I have read a lot here and then decided to include it because it is doing really well and looks very interesting 🔥😎

So I now own 6 Etf's and sometimes I have the feeling it would be better to only have 2-3. But I find the 3 new distributing etfs really appealing due to the monthly or quarterly cash flow.

Individual stocks with a focus on dividends and which I have bought heavily in the last few months are :

1) $PEP (-1,18%)

2) $O (-0,12%)

3) $MAIN (-0,96%)

4) $RIO (+0,29%)

And brand new since last week

5) $ALV (-0,46%)

I would like to say goodbye to the following values in the near future:

$STAG (+0,16%)

$JNJ (+0,29%)

$TXN (-0,55%)

So there would be 11 stocks or securities in my long-term portfolio that I would like to save monthly or via DCA over the next 20-30 years.

I'm still new to the world of investing. Just under 2.5 years is nothing I would say. I would therefore be grateful for any tips on what I should possibly change or improve.

The dividends from the individual shares and ETFs always go into the $IWDA (-0,23%) because I want to increase its share, which alone should make up at least 50% I would say!

Unfortunately, I currently only have €350 to invest each month. But I currently have almost 100k in the markets. Most of it is in cryptos... but at the end of the year everything will be completely liquidated and then I'll have some cash to invest again!

Now it's your turn.

Thanks in advance.

Best regards

Chris 👋🤝😎

Why is the JPMorgan ETF underperforming? $JEGP (-0,09%)
$VWRL (-0,28%)

Covered call strategy limits price gains:

• The ETF cannot fully participate in strongly rising markets as the option premiums cap the price gains.

Defensive structure in a falling market does not help here:

• The decline in March/April was sharp - apparently the option strategy was also unable to cushion the losses. cushion the losses.

Dividends are not visibly taken into account:

The real effect on earnings (e.g. through distributions) could be higher, but is not fully not fully priced into the share price priced into the share price.