You’ve Likely Never Heard of My Newest Monthly Dividend Holding
Updated: November 20, 2024
Summary
The video discusses a portfolio adjustment, replacing DVO with the new ETF IDV to achieve higher yields and improved diversification. The decision to sell DVO was driven by overlapping holdings and the desire for better sector and holdings diversification. IDV offers monthly dividends, international exposure, and a higher yield in comparison to DVO, making it an appealing alternative for the speaker's portfolio. The video presents a detailed comparison between the two ETFs in terms of performance, dividend yield, holdings, and growth strategies, emphasizing IDV's investment approach that includes international companies, dividend growth, diversification, and covered call strategy.
Replacing Holding in Portfolio
The speaker discusses replacing a holding in their portfolio with a new ETF that offers higher yields and better diversification.
Reasons for Selling DVO
The speaker explains their decision to sell DVO, citing duplicate holdings and the need for better diversification across sectors and holdings.
Introduction of IDV
The speaker introduces IDV as the new ETF they have purchased, highlighting its monthly dividend payments, international exposure, and higher yield.
IDV vs. DVO Comparison
A comparison between IDV and DVO in terms of performance, dividend yield, holdings, and growth strategies.
IDV's Investment Strategy
An overview of IDV's investment strategy focusing on international companies, dividend growth, diversification, and covered call strategy.
FAQ
Q: What were the reasons given for selling the holding DVO?
A: The reasons given for selling DVO were duplicate holdings and the need for better diversification across sectors and holdings.
Q: What are some key features of the new ETF IDV that was introduced as the replacement?
A: Some key features of the new ETF IDV include monthly dividend payments, international exposure, and higher yield.
Q: Can you provide a comparison between IDV and DVO in terms of performance, dividend yield, holdings, and growth strategies?
A: In terms of performance, dividend yield, holdings, and growth strategies, a comparison can be made between IDV and DVO.
Q: What is the investment strategy of IDV focusing on?
A: The investment strategy of IDV focuses on international companies, dividend growth, diversification, and a covered call strategy.
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