6D·

Coca cola out, TDIV in. Would like to simplify my set-up

15.07

VanEck VanEck Developed Markets Div Lead ETF

Comprado x270 em € 42,62

€ 11.507,04

Oleg

@ScorpionfromBW

6D·

Coca cola out, TDIV in. Would like to simplify my set-up

15.07

Coca-Cola

Vendido x200 em € 59,54

€ 11.907,01

14,76%

14 Comentários

Kate🦋@Iwamoto

Very good decision :)

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Oleg@ScorpionfromBW

@Iwamoto No, it was just a repost. No idea how I can write two transactions in one post. Didn't work for me in the Android app, tried several times. Or I'm too stupid

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Timo@Aktienorang-Utan

@Iwamoto why was he critical of the Coca Cola share? It cost around 0.70US dollars at the time.

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Hannelore@Hannelore

J&J has been kicked out of my portfolio and TDIV has been increased

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WegNaarWelvaart@WegNaarWelvaart1

🔥🔥🔥🔥

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K@TechNav

Did our little discussion here get anything going?

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Oleg@ScorpionfromBW

@TechNav Yep. I just did it. Coca had been a bit of a thorn in my side for a while. Gone is gone, done 😜

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Kate🦋@Iwamoto

@TechNav What discussion? I would also like one 😃

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K@TechNav

@Iwamoto It's a real shame that there's no way to start a discussion here at getquin, e.g. like on Reddit or Discord. Only the post/comment function. But well, better than nothing. Kate I'm always open to a discussion, exchange of ideas, stock appreciation etc. 😊🫡

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Oleg@ScorpionfromBW

@TechNav Yep. That would be something really useful instead of this AI and wealth story

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Kate🦋@Iwamoto

@ScorpionfromBW @TechNav some profiles have such links...

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Kate🦋@Iwamoto

@TechNav @TotallyLost Silly question, but what do you think if I sell everything in my portfolio that has a market capitalization of, say, over $200 billion?
At the moment that would be the following stocks:

Microsoft
Amazon
Alphabet
Meta
JP Morning
Visa
Costco
P&G
ASML
Hermes

I would then switch to $VWRL, $EQQQ and probably include "your" ETF

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TotallyLost@TotallyLost

@Iwamoto so I would diversify a bit more, if you combine an AllWord, Quality ETF and a NASDAQ100 how high is your US weight? And how much would be in your top 10 positions? 😅

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K@TechNav

@Iwamoto They might do it a bit more professionally, but I tend to talk about it occasionally.
Simply because no one around me is really interested in it. 🥲

To your question: To put it bluntly, that doesn't sound so good at first, to be honest. But what's so bad about a company that's already worth over 200 billion? Just because it can "only" go x5 or x10, because then it's already over 1 trillion? That would still be 500% or 1000%. And quite honestly, whether that's good or bad depends entirely on what your investment horizon is and what exactly you want to achieve.

I want X% return in X years and I'm prepared to risk X assets to get it.
Why don't you tell us how many years your investment horizon is and what % return you want as added value in the end?

Answers like "as quickly as possible, as much as possible" don't really help. If you're still unsure, then ask yourself what you would be happy with. For example: I want to stop working at age X (i.e. in Y years) and then need Z per year in my account as a net dividend.

Then do the math: Z x 25 (which corresponds to a 4% dividend yield, by the way), that's your target X. If you calculate with a "normal" return of 8%, then simply invest 2% of X each year in a $VWRL and wait 20 years.

Do you want more than 8%? 10,15 or even 20% then it will be difficult. I recommended the following portfolio allocation to a friend who is not so much into it: 40% $VWRL, 25% $TDIV (so that he can look forward to some dividends and not lose the desire to invest 😅) and then up to MAXIMUM 5% 7-10 stocks that he puts on a watchlist and buys when EV/FCF is below 15 or/also the, P/E is below 30 or/also net margin is above 15%. (I have also shown where he can look this up).

You can still (in my opinion) make a gambler's portfolio with a maximum of 2-3 monthly salaries, with highly speculative shares such as $RKLB, $NU or similar. But quite clearly: when the money is gone, it's gone.

P.S. Sorry for the long message

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