As I recently discussed in my ‘Chapter Two’ plan, I’m focusing a lot more on ETF’s versus individual stocks for now. This means that every month, on the 28th my periodical orders will be placed. Down below I will share the specifics and what it means for my portfolio.
The actual additions.
-iShares MSCI Core World // 10 shares for €46,17 each.
-iShares S&P500 Information Technology // 67 shares for €7,48 each.
-Vanguard FTSE Emerging Markets // 22 shares for €45,43 each.
-SPDR US Dividend Aristocrats // 11 shares for €44,65 each.
-Think Global Real Estate // 13 shares for €36,51 each.
-Vanguard US Opportunity Fund // 0,38 shares for €328,54.
Current allocation versus ideal allocation.
As I’m currently quite overweight in JD.com and Alibaba stock my emerging markets exposure is quite high. Yet this month I decided to buy a big chunk of the emerging market ETF as the prices are quite depressed right now. Next month I’ll compensate for this.
I still have my opportunity to use some credit for 1,5% at my broker and this will be used when the Rabobank 6,5% perp bond will be at the right price, and/or when Royal Dutch Shell hits my price target.
Next month I will keep purchasing a substantial amount of these six ETF’s by redistributing the available funds according to their current market price and the allocation I seek. Most importantly; my iShares World index has to remain the biggest position, and number two and three should be my iShares S&P500 Information Technology and SPDR US Dividend Aristocrat ETF’s.
What did you buy this month, and what do you think of my buys, make sure to let me know!