2Mon·

Strategy update

Hi all

here's some info on my strategy, it's core-satellite method

ETF's is the biggest part with

Core:

$VUSA (+0.27%) & $VEUR (+0.42%)


Satellite:

$ASWC (-0.16%) & $DFEN (-0.1%) as Defense investing, due to EU pulling 5% of GDP with 2030 target

$IGLN (+0.29%) for the gold exposure, minimizing downtrend when markets drop

$JEGP (+0.09%) to make use of market volatility as source of income

$TDIV (+0.37%) past performance is great, dividends of 3-4% always nice income


Individual stocks: mostly dividend stocks as we can deduct €240-region of dividend income of those indidual stocks, sadly not of ETF's.


$$KBC (+0.05%) is marked as pension plan. I do work for KBC and once a yearn i can buy stocks and deduct some of it from my taxes, also buying on cheaper prices.

$UNP (+1.91%) will be a good long-term hold as america is still the biggest, and with trump it should have some long-term growth in it.

$ARCAD (+0.91%) is a value play, aiming to sell around €58, but in meantime, giving dividend to deduct taxes.

$JNJ: (+1.63%) always good to have this one, great long-term hold and steady source of dividends

$ASML (+0.66%) : love this stock, it's a monopoly and is growing strongly, keeping this as long as i like the progress

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4 Comments

Beautiful portfolio
1
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@Baklapverkoper it's not fully build yet, but the idea is good i think
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Looks good
Neat
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