1G·

🔄 Portfolio Rebalancing for More Cash Flow

Hi everyone,

I'm currently thinking about streamlining my portfolio a bit and focusing more on cash flow .

The following positions are currently on my sell list:

➡️ Uber

➡️ Netflix

➡️ BYD

➡️ Aberdeen India Fund

Selling these would free up about €13,000 would be freed up.

My plan: To use the money for a lump-sum purchase of the iShares World Equity High Income Active UCITS ETF (WINC / IE000KJPDY61) $WINC (+0,26%) and then continue contributing to the ETF on a monthly basis.

The ETF currently has a trailing dividend yield of about 9.6%

The idea behind this:

💰 Significantly increase cash flow in the portfolio

📊 Diversify more broadly with an ETF

🧹 Reduce the portfolio from 20 to 16 positions

🔄 Build another long-term monthly cash flow component

As a foundation, I already have the VanEck Dividend Leaders $TDIV (+0,29%) in my portfolio.

I’m aware that the high dividend yield doesn’t come “for free”: WINC is actively managed and generates part of its additional returns through the sale of call options on stock indices. However, this can also affect capital growth and long-term returns.

What do you think?

Would you invest the approximately €13,000 all at once in $WINC (+0,26%) or would you prefer to invest it in stages?

And most importantly: Do you see any catch with WINC that I’m currently overlooking? 👀

I’m looking forward to hearing your opinions and experiences! 🚀

10 Commenti

Royal_TS@Royal_TS

$TDIV & " $WINC " is a great combination. I also added the " $LDGL " to it.

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AktienRob88@AktienRob88

@Royal_TS I also really like the $LDGL 💪🏻

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ETFBAAS@etfbaas

$WINC for the Win.
Would buy in phases, don’t invest everything directly, specially when you still have (little) doubts.
Let some money run and see how the next few months will do in order to convict you.

Having it for some years now, really happy with the cashflow and progress this ETF have been made

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Fetzen@Fetzen

Winc is supposed to start paying out monthly starting next month. Nice

I don't save up for all the CC ETFs, though. I top them off every now and then when it makes sense… nice pocket money, but no substitute for “regular” ETFs

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A@nitroxx

What are you doing with the cash flow?

What percentage of cash flow did those four positions generate previously?

I'll be able to tell you more about WINC in 12 months… but it seems to be performing significantly better than that JPM thing
so far

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AktienRob88@AktienRob88

@nitroxx Reinvestments in my portfolio. Although the Aberdeen fund generated a ~15% distribution, it suffered significant price losses, while the other three positions generated virtually no cash flow.

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Solitair@Solitair

23H

@nitroxx JPM has several models. I'm actually pretty happy with the $JEPQ.

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Solitair@Solitair

23H

@AktienRob88 In that case, I think your plan is pointless, and you'd be better off investing in a reinvesting MSCI World ETF that delivers the same return as the Winc but without constantly triggering tax events.

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NichtRelevant@NichtRelevant

12H

$WINC I also prefer to combine it with $TDIV. These two stocks have an extremely high weighting in my portfolio and, in my view, complement each other well.
$TDIV for sustainable, conservative, and unleveraged (dividend) growth.
$WINC for a riskier options strategy with extra dividend potential.

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Seventrader@7Trader

So, Uber, you'd better stay in your portfolio

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