3Semana·

Switch satellite in depot?

Dear Community,

I have a 20% satellite $GGRP (+0,12%) in my main custody account, which I save €400 per month. Current position value approx. 31k.

In the separate, much smaller div portfolio, I have a few div ETF positions, including the $TDIV (+0%) current position value 5k.

The absolute returns on both are slightly positive, so a sale would not entail any major tax disadvantages.

In your opinion, would it be worthwhile to simply switch the two positions? So with 31k in the TDIV and the GGRP from now on only small savings?

Thank you for your feedback 😊

5 Comentários

Saschko@WarrenamBuffet

3Semana

so i have both ETFs, i like them both and i don't know why i should switch, i would weight both equally...

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_EvD_@_EvD_

3Semana

@WarrenamBuffet Thank you for your answer. The idea was basically this: a switch would increase the overall performance of the satellite and the overall dividend yield. Why not make the draught horse the satellite? 🙂 I invest stubbornly by scheme, hence the idea of redesigning. 56% World, 12% each EM and Small Cap, and 20% Satellite in the main portfolio (corresponding to 400€ per month). Each position at 200€ per month also separately in the div depot.

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Aktienfux@BulgarianSplitStocks

3Semana

What is ultimately decisive for asset growth is the total return. Historically, this has been higher with $GGRP and I think the index composition is better here in the long term. It would therefore make no sense for me to convert the higher-yielding ETF into a smaller portfolio position. Unless you are already retired or need more cash flow.

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Golden Boy@randomdude

3Semana

I would keep the GGRP position and adjust the target weighting with the savings rates. TDIV seems more attractive at the moment, but that could look very different in a few months' time.

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