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LDGL has surpassed the 400m€ mark

Things were slow for a long time, even after I added it to my portfolio. Now it has surpassed the 400m€ mark, and the fund is showing a positive return for the first time.

Currently, I’m receiving €125 per month in distributions. I remain optimistic about the future and believe that the €500 million mark will be reached this year. When you consider that the $LDGL (+0,14%) fund is barely a year old, it shows that the product has really struck a chord with investors.

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10 Comentários

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I’ve invested €117,897.68 in 11,788 shares. In October, I received €349.29 after taxes into my account. I’ve already used up my tax deduction allowance, and I don’t contribute to the church. I’m satisfied at the moment; my average buy-in price was €9.213, and my capital gain is €9,294.88 (8.56%). The majority of the shares were purchased on April 20, 2026.
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@financer_ldwpj Sounds good! How much of your portfolio does L&G make up? LG
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@TaubeSmash That's a good 36%
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I'm actually curious to see how the monthly dividend will change in the future. Will it go up or down? Will it be sustainable? Right now, there are still a few question marks.
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@GoDividend Yes, I am too. I think if you were to lower the fact, it would scare off a lot of investors. That could then lead to undesirable developments, such as the fund being forced to raise fees and drawing more and more from its capital… the annual report will provide some initial insights, but I have confidence in the fund’s investment strategy.
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@TaubeSmash We'll see. I've invested about the same amount as you, and I'm hoping it won't be a rude awakening.
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How much are you investing for 125€ a month?
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@Fred999 They're now just under 40k€ after the increases. Are you invested too?
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@TaubeSmash No, at 2–3%, the dividend was too low for an income ETF.
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@Fred999 It will be around 3.7% on an annualized basis—so right in the sweet spot :)
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