1Settimana·

Dividend stocks on the winning side

Hello my dears, I would like to add to Andreas' great article.

It is the tech and growth stocks that have dragged the S&P down so much.

You can clearly see from the dividend ETF that it has generated a similar performance YTD to the Euro Stoxx. Despite 30% USA share.

Nevertheless, my assessment would be that the tide can turn again quickly.

And we will see tech and growth stocks back in the lead at the end of the year.

What is your assessment here, are you shifting into dividend stocks and European stocks?

Andreas M.

@thor88

1Settimana·

Stoxx 600 vs. S&P 500 2025

ECB - interest rate cut by 25 basis points to 2.5 %. "Monetary policy is becoming noticeably less restrictive." - Lagarde.

BoE - Interest rates are expected to fall by a further 75 basis points to 3.5 % by the end of the year.

Fed - Rate cuts are uncertain as rate chaos looms over the US economy. There may be no cuts this year.

Will European equities outperform US equities overall this year? They have been doing so since the beginning of the year. That would be a remarkable performance.

$MEUD (+1,89%) vs. $VUSA (+1,3%)

#eu
#meud
#vusa
#vwce
#etfs
#stoxxx600

33 Commenti

Maximilian@Max095

1Settimana

I am currently building up this ETF as a second core in my portfolio alongside $FGEQ.

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Tenbagger2024@Tenbagger2024

1Settimana

@Max095
Hello dear, I've had it on my watch for a while now because I like the performance/dividend yield ratio. And as you can see, it is an ideal investment in turbulent times. Which will continue under the Orange Man

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Tenbagger2024@Tenbagger2024

1Settimana

@Max095
It might also be a good idea to include the ETF in a small position in your portfolio. And shift more and more into the ETF as you get older

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Maximilian@Max095

1Settimana

@Tenbagger2024 that would be a good option. I also plan to hold at least 60% of my invested sum in ETFs. You save a lot of time and are broadly diversified. In addition, you don't need to sell any shares later, and the dividend growth should not be underestimated either :)

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Tenbagger2024@Tenbagger2024

1Settimana

@Max095
That's true. I just like to look at individual companies and I often get so excited that I have to invest. As I have a lot of growth stocks, things have unfortunately not gone so well this year. That's why this ETF would be ideal as an addition

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Maximilian@Max095

1Settimana

@Tenbagger2024 You're certainly not doing anything wrong. Especially in the long term. Things aren't going well for me this year either.

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Tenbagger2024@Tenbagger2024

1Settimana

@Max095 Well, the year is still at the beginning. The correction was healthy. That provides momentum for a rally

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Maximilian@Max095

1Settimana

@Tenbagger2024 Exactly! I hope things pick up again, especially with tech stocks and in the crypto sector

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Tenbagger2024@Tenbagger2024

1Settimana

@Max095
AI will not disappear and is only just beginning. The same goes for robotics and autonomous driving. Everything should continue to inspire tech

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Maximilian@Max095

1Settimana

@Tenbagger2024 You're right. There's no getting around progress

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Cashflow G.@CashflowG

1Settimana

Yes, my dividend portfolio is well up. The only thing that dragged me down a bit was when I "took the plunge" and bought tech stocks, which then fell much further.

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Tenbagger2024@Tenbagger2024

1Settimana

@CashflowG
Think will normalize again

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Maximilian@Max095

1Settimana

@CashflowG certainly not a problem in the long term. I am also heavily in the red with some stocks. $AMD $SQ $MARA $STLAM I have also fallen into the falling knife

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Solitair@Solitair

Yes, that's how I felt too. I bought Nvidia and Microstrategy and then they just fell.

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Saschko@WarrenamBuffet

1Settimana

have both $EXSA and $TDIV in my portfolio for precisely these reasons. There are always market phases for tech / US as well as for divi stocks or Europe. I've done well with them so far.

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Tenbagger2024@Tenbagger2024

1Settimana

@WarrenamBuffet
You did a good job. It should certainly have had a very positive impact on your portfolio.

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userc7b02065b8a7407b@userc7b02065b8a7407b

1Settimana

Due to the tech-heavy nature of the US indices, the performance of the European indices is lagging well behind the US. There is certainly still catch-up potential here. However, due to the turbulence in the US and the potential in European stocks, I am not consciously reallocating. I will continue to hold US stocks that are doing well and will buy more if further opportunities arise here. The USA is simply the biggest market. On the other hand, I have added what I consider to be good companies from Europe to my portfolio. For example, the infrastructure group Vinci from France. I will not be adding a European ETF to my portfolio.

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Tenbagger2024@Tenbagger2024

1Settimana

@userc7b02065b8a7407b
Thank you my dear

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Demas@Demas

1Settimana

Yes I am, my portfolio is 41% america, 26% europe and 12% emerging markets. But I plan to put europe as number 1 and sell all S&P 500 ETF. America is overvalued but I will pick stocks that are undervalued like Uber and Google. TDIV and World position I keep increasing.

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Patrick Schäfer@Hotte1909

1Settimana

I've had it in my portfolio since the end of January. Already up almost 8% since then 😉

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Tenbagger2024@Tenbagger2024

1Settimana

@Hotte1909
I think I will also include this as a small addition. Especially in the stormy times of the Orange Potus

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Shell87@Shell87

1Settimana

Exactly what I was thinking of. Increasing $TDIV. It is compensating losses nicely when US and tech are doing bad and dragging down alle major indexes, this ETF usually does the opposite. Only thing that makes me doubt the decision is timing. You never know how long the downward trend is going to be.

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Solitair@Solitair

I also added it to my portfolio in January and bought 500 units. it has done well recently. A nice pensioner ETF. Unfortunately far too little in relation to the overall portfolio.
But I won't be shifting anything, it will only cost me taxes.

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Marcel@di_marcello

1Settimana

I think $TDIV is a great second core in my portfolio. Building it up since August 2024 and up 13.5% excluding the dividends.

It only really started growing this year, in conjunction with the correction of my $BTC and $IWDA positions. 😁

Only positive vibes with the ETF in my portfolio

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Tenbagger2024@Tenbagger2024

1Settimana

@di_marcello
Thanks for the positive comment

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Nobody@Nobody_123

1Settimana

But the performance of this ETF is really low 😳 and the dividend isn't that special either...
Am I missing something, or why do I buy this thing?

Edit: bullshit comment

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Maximilian@Max095

1Settimana

@Nobody_123 11% average return per year + dividend growth, what's low about that?

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Nobody@Nobody_123

@Max095 You're right! I only glanced at the chart and also thought that the DIV was puny.

I've just taken a closer look and it's actually the best ETF of the alternatives suggested on JustETF.
Even with alternatives like the World ETF and S&P, it holds up really well in comparison 😳

So sorry...

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