Here we go again

Hello everyone,

Almost 3 years have now passed since my last portfolio presentation.

A lot has happened in that time.

About me: I follow a core-satelite strategy and focus on dividends/dividend growth. My current savings rate is around €1000 per month and I am 27 years old.

I want to continue saving in the portfolio until I retire and use it as additional income.

I am well aware that I would be better off with an accumulating ETF due to my still long savings period, but the regular distributions help me to stay "on the ball".

The aim over the next few years is to increase the proportion of ETFs as core to 70-80%. Monthly savings will be made in the $VWCE (-0,64%) and the $TDIV (-0,75%) . The second is currently being built up. The second FTSE All World is saved separately at €20 per month.

I'm currently wondering whether I should invest in stocks like $KO (-1,2%) / $NEE (-0,75%) / $JNJ (-0,73%) into the $TDIV (-0,75%) to keep the portfolio simpler.

Feel free to leave your opinion - I'm curious 🫡

Gomerdoc@Gomerdoc

Regrouping: you could do it. However, if you have time: don't Do It. $NEE , $KO, $JNJ:
These are all stocks, you can buy them and then leave them. Wait and see.

An investor who put Johnson & Johnson in his portfolio 30 years ago has seen his share package increase in value by 850 percent to date. However, if he consistently reinvested the dividend, the total return is now 1,850 percent. 61% : per year!
These companies have outperformed the index for decades.

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Donald D.@Privateer

1Settimana

So far ok. Rebalancing plan is not a mistake. Outperformance factors in the long term are dividends, quality, size (small cap), google the rest/KI research. Then I would switch/split the core to several factor ETFs if necessary.

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