11Mes
I know this myself. Mid 2023 started 2024 increased by 3444% and 2025 predicted 128% so far.
But I also see, for example, in such market phases that my dividends keep me afloat and the benchmark (2023-now) beats the market. Conversely, my dividend yield in the portfolio is around 8.02%...so that with an additional small growth component, the bottom line is a good result.
But I also see, for example, in such market phases that my dividends keep me afloat and the benchmark (2023-now) beats the market. Conversely, my dividend yield in the portfolio is around 8.02%...so that with an additional small growth component, the bottom line is a good result.
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@SAUgut77 8.02% sounds really good. At the moment this is not interesting for me, as I need an increase in value of 45% for my challenge to turn 3,000 into 100,000 in 10 years. But when I have achieved this in 8 years, I would like to shift 70,000 into dividend-bearing securities and make 1 million in 10 years with the other 30,000 as a retirement hobby. With which values do you manage 8%?
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11Mes
@Multibagger would also like to build up an additional retirement provision in the foreseeable future (approx. 20 years) with my regular investment, but I have a slightly different approach.
I got in during the strong bull market and despite the initial exuberance and the current correction, my portfolio has so far kept up with or even outperformed the current index ETFs, measured from 06/2023. In addition, my dividend also flows back into my portfolio, so to speak as money that was not there before and thus also increases my regular savings rate...makes it easier from my point of view.
In addition, after a short time I am already making optimum use of the annual allowance without having to make additional sales. Otherwise it would be wasted money or returns in the long run.
As I said, if some growth is added to the ~8% in the individual stocks or additional growth stocks are created, the bottom line in my opinion is a good overall result including a good dividend.
And at the moment my portfolio consists of 9 stocks...
$BATS, $PETR4, $O, $MUX, $HSBA, $VICI, $RIO, $QYLE and a distributing ALL World from Invesvo
I got in during the strong bull market and despite the initial exuberance and the current correction, my portfolio has so far kept up with or even outperformed the current index ETFs, measured from 06/2023. In addition, my dividend also flows back into my portfolio, so to speak as money that was not there before and thus also increases my regular savings rate...makes it easier from my point of view.
In addition, after a short time I am already making optimum use of the annual allowance without having to make additional sales. Otherwise it would be wasted money or returns in the long run.
As I said, if some growth is added to the ~8% in the individual stocks or additional growth stocks are created, the bottom line in my opinion is a good overall result including a good dividend.
And at the moment my portfolio consists of 9 stocks...
$BATS, $PETR4, $O, $MUX, $HSBA, $VICI, $RIO, $QYLE and a distributing ALL World from Invesvo
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@Multibagger no, was actually always around ~10-11.x%
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@SAUgut77 also good
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@Multibagger The nice thing here is that only 70% is deducted from the tax.
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@Multibagger was already on my watchlist and a nice stable share, but don't be fooled by the dividend. The percentage shown for this year is only due to a one-off effect (special dividend) and is normally lower.
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