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!