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 (-0,18%) or $SBMO (+0,3%) balance this out?

Well, should I reallocate, gold will definitely be added, or I won't sell it. $BTC (+0,36%) would then be added in tranches.

Or rather a $XYLP (+0,27%) 40% + $VWRL (+0,15%) 60% strategy? (The % rates were pretty random tbh) I find covered calls really interesting.

What do you think?

$FTWG (+0,15%)
$TDIV (-0,12%)
$SPY5 (+0,26%)

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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Kochi@K0chi

@Hotte1909 thank you for the assessment :)

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💁‍♀️@_aaaa_

That's good 🙂

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Kochi@K0chi

@_Hippo_ 🙂😘

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Dividendenopi👴@Dividendenopi

@K0chi Remember that Hippo is a contra-indicator.... wasn't called Cathie Wood for nothing. Think twice about your kisses and check before committing to recommended stocks...... 🤭

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Kochi@K0chi

@Dividendenopi on a Dirk Müller basis? XD

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Dividendenopi👴@Dividendenopi

@K0chi It is difficult to grasp the current situation and make the right decisions. With my limited knowledge of ETFs, I think your approach is a good one, but personally I would avoid the S&P even at the expense of possible performance; we are not yet through with the US issue, be it tariffs or the dollar. At least for the rest of the year, we could keep an eye on Europe and possibly even on themes such as defense, even if the latter has already performed well

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Kochi@K0chi

@Dividendenopi thanks for your assessment and yes, imo you're absolutely right. But I'm still halfway married with my accumulator portfolio anyway, so this was just meant as a bit of brainstorming. Next year I will probably receive the proceeds from the sale of an MFH for inheritance reduction purposes. I would then see that as a starting point for switching to a dividend + growth + divi growth strategy. I think I would actually hit the mark quite well with the aforementioned ETFs

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Dividendenopi👴@Dividendenopi

@K0chi Well then. The world will look very different again next year. It's good that you're already giving it some thought, stay on the ball and adapt your strategy to the circumstances.

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