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Taking small loss to reduce future loss in gains [retirement fund]

I've started retirement investing earlier this year with my bank with a small amount of money (5k), but at some point I've learned that I can also manage it myself and chose my own stocks. The bank was just putting my money in an index fund and charging 0.69% for that on top of index fund costs and other costs. So I decided to take a small loss now to make the money quickly available again for reinvesting on my new account.


So lets hope for some more drama so that I can reinvest it with a discount. Let me know your suggestions for reinvesting, I'm thinking to open a position on $TDIV (+0,2%) or add to my $VWRL (-0,36%) index.


I've registered as a transaction in qetquin in my new account to remind me that I need to recover the 250 euro loss.

23.05
4747,17 €
5,06%
1
4 Commenti

immagine del profilo
Tdiv is a very strong 5 year compounding machine. 138% gains. I suggest a 3 etf porrfolio. You already selected een global and a dividend one. Just ad a growth one. Like nasdaq 100 or global technology leaders etf.
1
immagine del profilo
@Noord26 I already have $JEPQ on my normal account for more tech and dividend
immagine del profilo
@QUANTIJS $JEPQ is a heavy dividend focused etf, not growth like $WITS
immagine del profilo
@Noord26 tdiv and jepq seem very similar since the start of jepq (https://portfolioslab.com/tools/stock-comparison/Jepq/tdiv), but I agree that wits showed stronger growth. However, I prefer to lose a bit of growth for stable passive income and less drawdown.
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