1D·

Beginner question

Hello,

This is my portfolio. I've been wondering for a few weeks now whether it wouldn't make sense to add the NASDAQ 100, or are there too many overlaps?

And on the other hand $TDIV (+0,15%) I also like this one. Apparently runs well in bear years 2022 and 2025 and pays a decent dividend despite price growth.

15 Comentários

TDIV not a bad choice

•

Bullnbear@Bullnbear

Depending on how old you are, the Nasdaq 100 might actually be better, in the long term it has been the best index for the last 20 years. I invest in it together with Bitcoin.

Ps. With over 10k you are no longer a beginner. Strong performance 💪

•

Marcel@Mcl1991

@Bullnbear but mixing them together? Wouldn't make much sense in my opinion due to the overlap... Better to reallocate from s&p.

••

Bullnbear@Bullnbear

@Mcl1991 regrouping was meant

•

Snopy@Snopy

I would rather add an ETF that is not 100% US. Other markets also have great potential. $TDIV is a good choice if you want dividends.

•

MoneyIncinerator@DoppelSchlechtMinus

TDIV and NASDAQ-100 can be combined very well, as they are almost inversely positioned not only in terms of regions but also sectors. In other words, both together result in a comparable diversification to filtering an MSCI World on large caps, which would have worked very well in recent years. But whether you still need the NASDAQ if you are already all-in S&P 500 anyway... A matter of opinion.

•

Maximilian@Max095

@DoppelSchlechtMinus Yes, I also find 👍🏻habe additionally the $FGEQ as core

••

MoneyIncinerator@DoppelSchlechtMinus

@Max095 I prefer $HMWO - I don't see any added value in the criteria of the Fidelity index.

••

Maximilian@Max095

@DoppelSchlechtMinus better performance and more dividends - that's enough for me 😎

••

MoneyIncinerator@DoppelSchlechtMinus

@Max095 On what basis do you expect more performance? In the 8 years since it was launched, it has already outperformed the HMWO by around 18% in total return, and in terms of the trend in distribution growth, the HMWO could catch up with the dividend at some point.

••

Maximilian@Max095

@DoppelSchlechtMinus Higher dividend yield combined with high quality selection.
Focus on stable, profitable companies - less cluster risk with "weak" companies.
Better performance to date despite defensive Ansatz👍🏻 On this basis

••