December Additions

In the last month of 2018 I’ve added shares of 10 ETF’s/funds worth about €1000. I’ll list them and give you an overview of the current allocation.

The actual additions.

-iShares MSCI Core World // 5 shares for €43,03 each.
-SPDR MSCI World Health Care // 4 shares for €30,90 each.
-iShares S&P500 Information Technology // 27 shares for €6,67 each.
-Vanguard FTSE Emerging Markets // 1 share for €45,70 each.
-SPDR US Dividend Aristocrats // 1 share for €43 each.
-Think Global Real Estate // 1 share for €35,28 each.
-Think iBoxx Government Bonds // 3 shares for €13,77 each.
-Vanguard US Opportunity Fund // 0,06 shares for €47,36.
-JPM $ Emerging Markets Bonds // 1 share for €90,38 each.
-SPDR Russell 2000 US Small Cap // 7 shares for €31,67 each.

I’ve decided to use my ever-available margin at my Broker for the purchase of 150 shares of AT&T at a cost basis of $27,04. The YoC is 7,54% while the loaned money costs 1,5%, this provides me with a nice profit and I’ll be selling two calls on this position as well.

At the December expiration date my Royal Dutch Shell puts expired worthless, so while I gained the premium as income I’m still left without any shares. I’ve again sold two puts, this time at a price of €24 for February.

It’s been a rough ride for the markets in this last quarter of 2018, however I feel lucky to have bought into these ETF’s/funds/options/stocks at this low price, it’s been great to average down in my ETF portfolio. The portfolio is still a bit heavy on emerging markets, but slowly but surely we’re correcting it.

If you made any purchases this month, make sure to let us all know in comments down below!
Happy investing in 2019!

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6 Comments

  1. Joe

    That’s a bunch of different funds you’ve added, a lot of underlying stocks, well diversified! Will you keep buying exactly this selection in 2019 too?

    • DutchIndependence

      Hey Joe, definitly. As I won’t have enough cash every month to purchase all ten ETF’s I’ll be purchasing a few every month. But this selection is ‘it’! Thank you for your comment!

      DI

  2. Robbert

    Hi there,

    First of all, I like your website and the content. Keep up the good work.

    How do you determine if the Etf’s on your watchlist are a good buy? And do you (and how) look at the nett asset value to determine if the market price is fair?

    Thanks in advance.

    Groet,

    Robbert

    • DutchIndependence

      Hi Robbert, thanks! Well the ETF’s work just like stocks and they have a P/E ratio as well. I generally know what securities are in the ETF and this is how I decide if the ETF is cheap to add money towards. But it’s not really a big deal as the beautiful thing is that I can just invest a set amount of money into these products every month, and over time this will give a beautiful diversified cost basis.

      DI

  3. I also couldn’t resist buying some AT&T in December. Definitely not a growth company, but over 7% dividend seems too good to be missed in these volatile times.

    • DutchIndependence

      Hey Roadrunner, you’re completely right. The future is bright and the dividend is tremendous. Plus I use it as a covered call play, and it’s bought with other peoples money, so considering the dividend, it brings me around 6% on year basis. At the time of writing I’m already up 10% on my 150 shares, excluding the option premiums!

      DI

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