JamesFrance
Member of DD Central
Port Grimaud 1974
Posts: 1,317
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Post by JamesFrance on Jun 21, 2019 15:15:20 GMT
In case it interests anyone, after about 4 months my ETFs have increased in value as follows:
Vanguard FTSE Developed Europe ex UK ETF (VERX) 7.27% Vanguard FTSE 100 ETF (VUKE) 3.57% Vanguard FTSE 250 ETF (VMID) 1.48% Vanguard FTSE All-World High Div Yld ETF (VHYL) 5.79% Vanguard FTSE All-World ETF (VWRL) 7.85% SPDR® S&P Global Div Aristocrats ETF (GBDV) 3.85% SPDR® S&P Euro Dividend Aristocrats ETF (EUDV) 10.07% SPDR® S&P Emerging Markets Dividend ETF (EMDV) 6.23% SPDR® S&P Pan Asia Div Aristocrats ETF (PADV) 5.16% SPDR® S&P US Dividend Aristocrats ETF (USDV) 5.76%
I also added this one:
SPDR® Dow Jones Global Real Estate ETF (GBRE) 7.20%
I wonder how long it will be before the percentages will be negative, however off to a good start as the dividends are not included in the above.
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locutus
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Post by locutus on Mar 14, 2020 10:54:58 GMT
Can we get an update JamesFrance as I'm genuinely curious how things have fared given recent events.
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Post by gravitykillz on Mar 14, 2020 11:01:08 GMT
All the gains would have been wiped out.
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JamesFrance
Member of DD Central
Port Grimaud 1974
Posts: 1,317
Likes: 893
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Post by JamesFrance on Mar 14, 2020 11:46:15 GMT
Can we get an update JamesFrance as I'm genuinely curious how things have fared given recent events. Yes, I have not made a detailed list as things are moving too quickly, but on average they are down about 10% on cost now with emerging markets much worse and VWRL dropping the least.
I think it is probably time to pull out of P2P in Europe and will likely decide to buy another ETF with the proceeds, maybe HSBC MSCI World (HMWO).
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Post by Deleted on Mar 14, 2020 17:32:09 GMT
www.trustnet.com/ also has a good filter but it is hidden in Performance down the bottomm
I'd also look at Trusts, SRE, SSON, FGT, HVPE, TRIG are all looking good.
I reduced my level of SRE and increased my level of TRIG during the blood bath just because German rental factory space is going to have a problem in the next 12 months but wind power is just going on and on. FGT is a worry (along with Lindsell which I sold off 3 months ago) and I have been reducing FGT over the weeks as it porpoised still with a loss though which is frustrating. Rest sat with profit and good income yields.
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rogedavi
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Post by rogedavi on Mar 14, 2020 18:17:25 GMT
I never really understand the attraction of dividend stocks. They are not fixed income products. A dividend once paid has a corresponding reduction in the value of the stock. On a total return basis its neutral, and in reality its actually negative due to taxation.
Plenty of good stocks dont pay dividends but re-invest them back into the company. That ultimately shows in the share price anyway.
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Post by Deleted on Mar 15, 2020 12:46:42 GMT
I see money as money (shades of Brexit here)
Income is nice and capital gain is nice. Since you have to make the most of the UK tax situation you may as well earn both income and capital gain.
I like to invest in things that earn me 12% (or more) year on year. I can live with ones that earn me 6% (or more) year on year and pay me 6% divi
Then as Oz reminds me there are black swan events like the one we have now.
I do challenge that many "things" show up in the share price. No, I don't confuse share price with organisational activity. Share price is set by a bunch of emotional feelings that have only a passing relationship with present performance or indeed a good understanding of reality.
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