Behold! (drums please) … I proudly present my portfolio.
- Deka DAXplus Maximum Dividend (TER:0.3%)
- Global X SuperDividend (TER:0.45%)
- Global X SuperIncome (TER:0.58%)
- iShares MSCI Pacific ex-Japan (TER:0.6%)
- iShares UK Dividend (TER:0.4%)
- iShares US Preferred Stock (TER:0.47%)
- Kempen Global High Dividend (TER:0.73%)
- SPDR S&P Global Dividend Aristocrats (TER:0.45%)
- Vanguard FTSE All-World High Dividend Yield (TER: 0.29%)
The list above shows the name of the fund and the total expense ratio (TER) that the ‘fund administrator’ charges me on an annual basis. The TER numbers are what I found on the fund company’s website when I checked them last. So, the numbers above can be incorrect and outdated.
Every month, I will provide an update on the dividends that have been paid to me during that month. I will typically have a EUR and a USD number. However, they are not one and the same thing ie not one simply converted into the other currency. Some funds simply pay me in USD and some in EUR. What I do for sake of simplicity, I simply add the two to arrive at my total for the month. Click here for my most recent monthly overview. The best thing about this is that all I have to do is sit back and wait for the dividends to come in. I love it!
You will also notice, that the portfolio consists entirely of funds. However not all of them are exchange traded funds (ETFs). Some of them are actively managed and try to beat a particular index like the Kempen Global High Dividend Fund.
Every now and then, I plan to say a little bit about each of those funds. For example why I have chosen this fund and what its characteristics (yield, top 10 holdings, costs, etc) are. Stay tuned for more.
Disclaimer: None of the content of this site is to be considered investment advice. Every reader has to form their own opinion about which investments are right for them and take full responsibility for their own actions.