1Settimana·

Portfolio restructuring

Hello everyone,

When I started I "just started" and of course made mistakes. It's typical when you think you're smarter than the market or are chasing hype. Now I'm slowly shifting my portfolio towards dividends. This is only happening slowly because I don't want to sell the shares at a loss.

The $JEGP (+0,33%) I've brought into the boat and am currently considering whether $O (+0,67%) into this one. Or add them on the side $MAIN (+1,18%) as a monthly payer. I'm convinced by all three.

$JEGP (+0,33%) currently has about half the payout at half the value. The advantage is that it is simpler and no withholding tax is deducted.

What do you think?

Three-pronged with $O (+0,67%) and $MAIN (+1,18%) or single-track pure $JEGP (+0,33%) and then maybe add the other two at some point.

The aim is to create the following portfolio via the savings rate

$VWRL (-0,36%) 60%

$TDIV (+0,2%) 10%

$FGEQ (+0,47%) 10%

$JEGP (+0,33%) 10%

$BTC (-0,84%) 10%

and supplement it with shares.

Of course, everything is long-term (I still have at least 24 years until retirement) and buy'n hold.

Oh yes: concrete gold is available and will remain so.

Discussion is open. Thanks for the feedback.

8 Commenti

trade_samurai_2089@trade_samurai_2089

1Settimana

I have the $WQDS with 60% and the $TDIV with 40%. I'm thinking of adding an EM with 10%. $MAIN and $O. But I'm thinking of reducing the last two by 50% and putting them in the $JEGP. What do you think ? I have to say that I am older than Schönwasser and have only been investing for 5 months

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trade_samurai_2089@trade_samurai_2089

1Settimana

@trade_samurai_2089 $MAIN and $O I have 20 shares each

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DH I.@fund_whisperer_1682

1Settimana

@trade_samurai_2089 i agree, dont follow the tiktok/instragram market untill you have more experience put your money for now on on $TDIV $JEGP $MAIN & if i can give you some more advise, also add $IUSA + $FTWG

These 5 will give you a solid dividend untill you have more knowledge of the stock you want to invest in .

Plenty of room for improvement in the prices for above mentioned 5

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trade_samurai_2089@trade_samurai_2089

1Settimana

@fund_whisperer_1682 thanks 🙏

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trade_samurai_2089@trade_samurai_2089

1Settimana

@fund_whisperer_1682 Interesting picks! But what’s the rationale behind these 5 specifically? Do you have long-term performance data or key metrics (like P/B ratio, dividend yield) that make them stand out? I’m cautious about tips from platforms like TikTok—have you backtested this strategy?"**

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DH I.@fund_whisperer_1682

1Settimana

@trade_samurai_2089 , well based on the last 5 years they can be considered a strong combination for both dividend income and growth potential in your investment portfolio for the upcoming period.

it's a good balance between a all world focus, and High/Middle focus in the international market.

TDIV gives exposure to established tech firms that offer both capital appreciation and consistent dividend payments.
a rare combination in the tech sector. It balances growth with income and reduces the volatility often seen in pure growth tech ETFs, so big benefits from "mature" tech firms which since 2025 are AI booming

JPEG
enhances yield by collecting option premiums in addition to dividends.
This helps generate steady income even in sideways or slightly down markets

MAIN, mainly focus on lower "middle" market companies.
enhances yield by collecting option premiums in addition to dividends. This helps generate steady income even in sideways or slightly down markets, so strong income generation + partial downside protection through call overwriting.

IUSA
Broad-based exposure to the S&P 500 and a core holding for long-term growth (many of which pay dividends and have strong earnings power)

FTWG, a ETF which start only 1,5 year ago, take a look to the other ALL WORLD etf's such as VANECK ALLWORLD.
Think it will be +- same amount in 15/20 years from now.

But...... got to say, started investing since this year, so honestly time will teach me i guess?

What do you think?

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trade_samurai_2089@trade_samurai_2089

1Settimana

@fund_whisperer_1682 ok 👌

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Dan@fizzelfritz

1Settimana

Back to topic 😁
Would you consider reducing $O and to increase $JEGP or going wider and keep $O $JEGP and $MAIN to the same or similar level.

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