1Mês·

First dividend 2025 & portfolio adjustment?

Unfortunately, this year's best alarm clock came a little late.

Due to my move to Zurich, I have not yet been able to invest anything this year. This hasn't bothered me due to the highly valued markets, but in the current situation my fingers are starting to itch.

I am also questioning the role of the $FGEQ (-5,26%) in my portfolio. Unfortunately, it is performing worse than my $VWRL (-4,62%) and is not bringing the hoped-for reduction in volatility to my portfolio and the difference in dividends is still marginal.

I am now flirting with the $JEGP (-3,59%) as a 1:1 replacement for $FGEQ (-5,26%) in order to achieve even more dynamic and consistent dividends to complement the $VWRL (-4,62%) and the $TDIV (-4,93%) out.

What are your thoughts on this? The weighting in the portfolio would be 20%.

28.02

Fidelity Global Quality Income ETF

Recebido x2326 Dividendos em US$ 0,037

US$ 86,04

20 Comentários

Metis@Metis

1Mês

I have that too and I'm definitely keeping it. However, I have supplemented it with the $JEGP you mentioned. Simply because multiple sources of income are also nice.

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Tobias@TaubeSmash

1Mês

@Metis Thank you! Why did you include it as an addition from the allocation perspective?

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Metis@Metis

1Mês

@TaubeSmash As @Go_Dividend also wrote, it is not a conventional ETF in the "classic" sense.
If you pursue a dividend strategy, you have to live with a little loss of growth. As long as the thing doesn't go completely into the red permanently or doesn't show any growth at all.

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Steffen@Maveric2005

1Mês

$FGEQ we also have and are keeping the same. We have also added a few covered call etfs. We almost never sell etfs, but simply hold them. Unless the performance is really subterranean or the costs simply no longer fit.

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Robtherob@Robtherob

1Mês

@Maveric2005 the what as well?

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Steffen@Maveric2005

1Mês

@Robtherob ? I don't understand the context. What is meant is $FGEQ.

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Robtherob@Robtherob

1Mês

@Maveric2005 Hi Steffen, you meant that you still want to keep the $FGEQ exactly as or as well as? What do you still hold or what are your thoughts?

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Steffen@Maveric2005

1Mês

Ah, now I understand what you mean. I mean that we rarely sell ETFs completely. The $FGEQ is a good divi ETF if you follow the strategy (in combination with the $TDIV ). We invest in new ETFs from time to time, often when a certain amount has simply flowed in. If a similar ETF comes out that is simply cheaper, for example, we continue to save in it and simply leave the old one behind. Only if an ETF really gets out of line and the returns are no longer suitable is it thrown out (rarely the case).

What do we hold? Normal msci world, stoxx 600, emerging markets, covered calls on nasdaq and global, dividend leaders. So not too wild but with a dividend background.

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Dividende > Zinsen@GoDividend

1Mês

By no means replace it, but why not build up an additional position as a supplement.

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Tobias@TaubeSmash

1Mês

@GoDividend Thanks for the feedback. Why not replace it?

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KingC@RaphGM

1Mês

@TaubeSmash Steuer

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Dividende > Zinsen@GoDividend

1Mês

@TaubeSmash you would go from a "normal" ETF complett the position into a covered call etf-therefore only as an additional position

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Dividende > Zinsen@GoDividend

1Mês

@RaphGM that comes on top of the tax

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Tobias@TaubeSmash

1Mês

@GoDividend I still have to work on the tax! I'll have a think about the allocation in my portfolio. Thanks for your opinions!

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Robtherob@Robtherob

1Mês

I find this question really interesting. I'm thinking about upgrading my $FGEQ but the performance doesn't feel good.

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Tobias@TaubeSmash

1Mês

@Robtherob How high have you balanced the $FGEQ and what else does your depot look like?

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Robtherob@Robtherob

1Mês

@TaubeSmash I would generally like to shift profits from my ETFs (NASDAQ, S&P500) and later crypto into something less volatile. A dividend ETF has a certain appeal, I can cover costs in old age without selling and pass it on.

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paulo@hopesndreams

1Mês

Take a look $WINC

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Maximilian@Max095

1Mês

It is the only ETF in my dividend growth portfolio 🔥In my opinion, the slightly poorer performance can be neglected due to the high personal dividend yield

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Kai N.@Webda

3Semana

Have you already made a decision?

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