European Dividend RIP 20

Performance

  • +33,4 %
    seit 05.08.2019
  • +50,8 %
    1 Jahr
  • +14,7 %
    Ø-Performance pro Jahr
Sämtliche Gebühren bereits abgezogen

Risiko

  • -40,1 %
    Max Verlust (bisher)
  • 0,70×
    Risiko-Faktor
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Handelsidee

The dividend evolution of a company is a transparent image of the company’s ability to generate wealth for its investors over time. Dividend growth is a direct translation of management’s confidence in the company’s future and with interest rates at comparatively low levels, dividend stocks become a great solution for income dependent investors.
The expression “getting paid to wait” is applicable. During bearish markets, dividends are like a buffer to your portfolio valuation. While the value of your stocks fluctuate, you still receive your dividend payout which reduces your portfolio volatility. With the investment horizon on Medium-to Long Term, the Entry-Timing, with known Price, Yield and expected Growth trajectory becomes more important, Price volatility, as a result, becomes less important.

In this Wikifolio-Strategy, I will look for an optimal mix between dividend yield and dividend Growth, taking into consideration several factors like payout ratio, management quality, valuation and dividend consistency.
The positions at time of buy should not exceed 10% on portfolio weight.

to my opinion, it is important to have a solid exit-strategy as well.
Positions are medium-to long term positions, but can be sold for one or more of the following reasons:
-(Over)Valuation
-Better alternatives (optimal performance with limited Portfolio value)
-Investment Case has changed
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Stammdaten

Symbol
WF00DRIP10
Erstellungsdatum
05.08.2019
Indexstand
High Watermark
134,5

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Anlageuniversum

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Mitglied seit 19.02.2015