VanEck VanEck Developed Markets Div Lead ETF

ETF

ISIN: NL0011683594

Ticker: TDIV

NL0011683594

TDIV

Price

Discussione su TDIV

Messaggi

180

💁‍♀️

@_aaaa_

2H·

TDIV 22 and 25 📈

It looks as if the $TDIV (+0%) would do particularly well in bear markets. I know that this is a great oversimplification and I don't want to explore the reasons here. Instead, I want to take a much more pragmatic view.

A - someone has both ETFs in their portfolio and is now switching from TDIV to the World.

Thanks to the gains from TDIV, he now invests more in World than he initially had capital for and is currently receiving more World shares due to the price decline.

If the market then returns to the overriding trend, significant price gains can be expected.

In this scenario, two "small" levers take effect, so to speak, and you trade anti-cyclically. The biggest challenge is getting the timing right.

B - someone sees this article and now starts to save in the TDVI or makes a one-off purchase. He trades cyclically and momentum-oriented. (In 2022 he would probably have been right for many months, but who knows how long a bear market lasts and when it is over). The biggest challenge is getting the timing right.

C - continues to run a savings plan on both ETFs and believes he is guaranteed to outperform A and B in the long term. (Of course this is not true) but he has read it so often on Getquin that it is impossible to convince him otherwise. 😢

$IWDA (+0,17%)

$HMWO (+0,12%)

$VWRL (+0,09%)

How do you proceed and what are your thoughts on this simple topic?

7 Commenti

Harald@Madhatter5566

If your basic assumption is correct and you have a reasonably functioning crystal ball, A or B sounds relatively good. But nobody has one. Crash prophets will always predict the imminent stock market crash, but it always comes when they don't expect it. They are almost always wrong themselves.

In my opinion, you have tried to shift the Goalpost. Saving in both is done to be diversified and to perform mediocre no matter what. Not to beat the market. In my opinion, if you weren't already trying to poison the well here, this is the better way for those without a crystal ball.

If you want to beat the market, you certainly won't do it with standard ETFs. Smh

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structure

@cpfl

17H·

Dividends for growth strategy

Hi everyone,

I am in my mid-20s and still at the beginning of my time on the stock market and would like to invest for property and to close the pension gap. I am currently pursuing the growth strategy and only have accumulating ETFs in addition to individual shares. With the current dividends, I remain well below the annual tax-free allowance.

In your opinion, does it make sense to start investing in a distributing ETF such as $JEGP (+0,27%) to take advantage of the tax-free amount or would you only start doing this when you need additional (monthly) CF in addition to your salary/pension?

Further tags: $TDIV (+0%)

9 Commenti

Sina@lawinvest

16H

A good 20 k in a distributing world ETF (msci or ftse) is by far the best way to go compared to the dividend funds. I would only invest in special dividend ETFs in old age or if you expect something from their structure (like vaneck).

The advantage of putting 20k into a shaker is that you don't use the tax-free amount directly, but you can gradually approach it without immediately tearing it off (or keep selling to stay close to it. That's not the point either)... I wrote an article on this at some point that compares the two. But I can't find it so quickly

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Felix

@ChristelMett96

23H·

What do you think about these savings plans?

Just wanted to ask what you think of the savings plans.

$KO (+0,07%) 70€ mntl.

$MAIN (-0,06%) 60€mntl.

$MWRD (+0,26%) 120€mntl.

$EIMI (+0,05%) 80€mntl.

$TDIV (+0%) 80€mntl.

Would you change the savings rates here?

2 Commenti

GreenWash@GreenWash

23H

200€ in the $VWRL, instead of MSCI world and EM individually.

Then there's the question of whether you shouldn't set the individual stocks a little high, but of course that's up to you. :)

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Sherlock

@Sherlock3912

2G·

Start of the investment portfolio:

Hello everyone,

I've been thinking about how to invest my first €10,000. I would like to pursue the core satellite strategy.

What do you think of the following allocation?

$VWRL (+0,09%) (approx. 20%)
$TDIV (+0%) (approx. 15%)
$BTC (-0,03%) (I already have a part, the rest I will buy -- 10%)
Cash (5%)

The other 50% will go into the first 10 shares.

$PLTR (+0,7%) (4x)
$CAT (-0,16%) (2x)
$HOOD (+0,86%) (7x)
$MCD (-0,14%) (2x)
$AMZN (+0,28%) (2x)
$NOVO B (-0,37%) (6x)
$KO (+0,07%) (7x)
$STR (-3,42%) (is my employer, have been invested for approx. 5 years -- 6x)
$AAPL (+0,16%) (3x)
$SHOP (+0,06%) (5x)

I would like to end up with a total of about 15 shares.

In the next three places would be the following shares:

I look forward to hearing your opinions and wish everyone a successful week.

Best regards

Sherlock✌🏻

11 Commenti

NEWT@SteelAnacott

For €10,000, that's a relatively large number of positions. I initially concentrated on the core ETF and then built up the satellites.

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Tan

@Chuando

2G·

Brief introduction and thoughts on the further expansion of my portfolio

Hello everyone,

I would like to introduce myself and my portfolio.

My name is Fabian, I'm 36, I'm trapped in the hamster wheel (working) and I haven't been investing for very long, as you can see from my portfolio. My savings rate is currently between €500 and €1500 per month, depending on my professional success.

My goal is to be able to live off distributions and then pursue the things that I really enjoy doing and that fulfill me. I would like to achieve this goal in the next few years and haven't yet worked out how long it will really take. But I'm guessing that realistically it will take 20-30 years. It's a shame that I didn't start sooner, but better now than in 5 years, 15 years or never.

After reading up a bit on the subject, I decided to go for the S&P 500 instead of a world and clearly against individual shares.

One of the main arguments for me in favor of ETFs is that in the long term winners are weighted more heavily and losers are weeded out.

Over the last few months, I had set myself the goal of getting the S&P 500 into 5 figures as quickly as possible. This may not be the scientifically correct approach, but it has motivated me a lot and now I am facing my first small milestone and actually have a lot more questions than before.

I'm wondering whether I should simply set my sights on 30,000 as my next goal or start a new ETF. I would somehow be very keen on the latter (for various reasons). And I would have already shortlisted the following ETFs: an MSCI World ex USA , $GGRP (+0,14%) or $TDIV (+0%) or Bitcoin.

Of course I could just stick with the S&P 500 only, but I don't think that would motivate me as much and I'd just take longer. Certainly not rational, but you should invest in such a way that you sleep well.

I would be very interested to know what your opinion is? Does anyone take a similar approach? Does anyone have a similar portfolio? What can be done better?

1Posizione

10.023,23 €

1,18%

8 Commenti

Philip Buß@GoldenShield

I believe that you will find few positions that can beat the returns of the "standard" indices (MSCI, All World, S&P) in the long term and in a stable manner. That's why you're hardly doing anything wrong with them. Above all, you can save for them with a long-term horizon (>15 years) without theoretically having to look at your portfolio once

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Frasgaa

@Frasgaa

2G·

Work in progress

Ciao a tutti ragazzi!

Vorrei condividere con voi la mia allocazione ideale per il portafoglio, come letto dal titolo è ancora un work in progress, sto piano piano aggiungendo le posizioni man mano che si presentano le opportunità.

Piccolo contesto: ho 24 anni, sono uno studente all’ultimo anno di medicina e sto pian piano mettendo soldi da parte da poter investire sia grazie al mio lavoro part time (preparazione per il test di medicina e ripetizioni per gli esami dei primi anni) sia grazie ai risparmi che avevo già da parte. La piattaforma che utilizzo per investire attualmente è Directa.

Diciamo che il mio obiettivo al momento è raggiungere negli anni una somma investita di 50k euro in ETF ed azioni a distribuzione, idealmente così ripartita:

CORE

-30k in etf mercati sviluppati improntati alla crescita (10k/30k)

Quelli selezionati sono $FGEQ (+0,22%) (10k/10k) , $TDIV (+0%) (0k/10k) e $HMWO (+0,12%) (0k/10k), in modo da avere entrate ogni mese, poichè distribuiscono in maniera alternata;

SATELLITE

-5k in etf mercati emergenti (0k/5k)

Ho scelto $IEEM (-0,1%) per diversificare;

-5k in etf ad alta distribuzione (2,5k/5k)

In questa categoria possiedo $VHYL (-0,02%) ;

-5k in etf attivi basati su opzioni (5k/5k)

Qui ho già completato la mia posizione in $JEGP (+0,27%) , che tra l’altro distribuisce mensilmente ;

-5k in azioni italiane singole (0k/5k)

In questa categoria ho già selezionato alcune delle possibili aggiunte, come $PST (+1,16%) , $ISP (+0,57%) e $TRN (+0,74%) , ma al momento i prezzi sono troppo alti e non sono intenzionato ad acquistare ora;

Considerazioni e spiegazione strategia: parto dicendo che so che alla mia età sarebbe meglio acquistare strumenti ad accumulazione per la migliore fiscalità e crescita nel tempo, ma personalmente l’idea di ricevere un flusso di cassa mensile (seppur ancora piccolo) senza dover fare assolutamente nulla ha un impatto psicologico importante, e vederlo crescere piano piano mi da molte soddisfazioni e mi motiva a continuare su questa strada. Ho iniziato subito posizionandomi sugli etf ad alto dividendo come $JEGP (+0,27%) e $VHYL (-0,02%) in modo da avere già da subito una piccola spinta nella strategia; ho fatto incetta di $FGEQ (+0,22%) durante la prima settimana di aprile sfruttando il crollo lampo che c’è stato, ed ora sto accumulando liquidità in attesa di un altro possibile storno: idealmente la prossima mossa sarà iniziare ad accumulare quote di $TDIV (+0%) per diversificare anche in valuta: ultimo appunto, gli etf scelti sono anche di emittenti diversi in modo da diversificare anche sotto questo aspetto.

Fatemi sapere cosa ne pensate!

2 Commenti

Having a good strategy that fits your goals is awesome. Acc might be better long term as you already said but nothing wrong with dis etfs if you want that Cashflow :)

Why you wanna put 5k in a Single italian Stock? Only because you are from italy? Or because you think that these companies are good ones? If you only want to invest cause you are from Italy i would ovething that. That's a home bias and most likely not good long term.

You are saying your aim is to invest in growth oriented etfs and you are also saying you have some money set aside that you wanna invest slowly. If your focus is on growth, why not invest everything that's possible right now? Time in the market beets timing the market. Especially when you focus is growth.

The job of a Core is to build the majority of your portfolio and be the backbone of it. If the 3 stocks you mentioned are supposed to be your core then your main goal should be to build them up first and asap. Why are you already buying the satellites if you do not have a core yet? That means your satellites are your core right now and you are not following the strategy you are mentioning here.

You do not really get an advantage by buying high divident etfs up front. If you have a strategy that's awesome but than stick to it and do not act differently. If you have a strategy but you are not following it it's useless to have one :)

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Kochi

@K0chi

4G·

Example dividend portfolio

I once built a distributing divi paper Etf portfolio with a fictitious budget of 10k. With the % rates, I was a bit of a @lawinvest and the @DonkeyInvestor donkey. FTSE distr. as the basis (thanks to the two of you for showing me why it is better than random ass high dividend yield/growth ETFs), VanEck satellite with an additional S&P distr. for extra growth. US share is then just over 60% in the distribution, but I think you should also see this if you press the bottom of the portfolio.

What is your general opinion on such an allocation? And what do you think about (dividend) growth? I'm just 21 and there's still a lot to grow ;)

The only thing that bothers me a bit is the sectoral distribution. Energy and real estate stocks are already quite short, the consumer staples share is also quite low, but manageable mmn. That then with individual stocks, such as $O (-0,11%) or $SBMO (+0,57%) balance this out?

Well, should I reallocate, gold will definitely be added, or I won't sell it. $BTC (-0,03%) would then be added in tranches.

Or rather a $XYLP (+0,18%) 40% + $VWRL (+0,09%) 60% strategy? (The % rates were pretty random tbh) I find covered calls really interesting.

What do you think?

$FTWG (+0,02%)
$TDIV (+0%)
$SPY5 (+0,04%)

3Posizioni

10.024,90 €

0,26%

9 Commenti

Patrick Schäfer@Hotte1909

So the $TDIV already has a pretty good energy share. But I understand your thoughts.
$O will not bring you an excess return, but if you collect them cheaply, you will get a relatively safe 6% pa in the long term - I personally think they are actually fairly valued below €50 every time. Ideally, you should even pick it up at €42-45.
$SBMO currently has brutal growth and pays a good dividend. I'm invested myself but wouldn't necessarily buy more at the moment. A few platforms have just been delivered, hence the jump in profits. There are currently still a few projects in the pipeline. The positive thing there is that you keep some of the rights, let's call them rights, and thus receive cash flow from the deliveries for years to come. In addition, there are maintenance contracts that also generate money.

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Carsten

@Carsten1970

6G·

Realty restructured

So now I have thought long enough and from $O (-0,11%) to $TDIV (+0%) and switched from

Savings plan from $O (-0,11%) was dissolved.

The savings installment from $O (-0,11%) was evenly divided into $IWDA (+0,17%) , $SGBS (-0,59%) and $TDIV (+0%) and

I am now missing out on the monthly dividend. But I think the expected growth will make up for this.

In addition, my USA share has been reduced.

Carsten

12.06

VanEck VanEck Developed Markets Div Lead ETF

Acquistato x71,82 a 42,48 €

3051,00 €

9 Commenti

Stefan@Da_Fischi

You can't go wrong with that 👍

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Variuzoo

@Variuzoo

6G·

Does TDIV make sense as a young person?

What do you think, does it make sense $TDIV (+0%) as a 25 year old in addition to the $VWCE (+0,21%) to save a small part of it when it comes to long-term wealth accumulation? Or is it more of an ETF that you can switch into at an older age for cash flow?

7 Commenti

Suky@Suky

Yes, it makes a difference - especially if you don't currently need cash flow. Then you could simply reinvest the dividends from the TDIV automatically in VWCE.

If you do the math:
With a €100 TDIV share, you get around €3-4 in dividends per year.
If you immediately put these dividends into VWCE, it acts like a small compound interest booster on your growth ETF.

In the end, you have
the regular distributions from TDIV
and the broad, growth-oriented performance of VWCE
In the long term, it can even yield more than just 100% VWCE if you reinvest in a disciplined manner.

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