Welcome to the Keys to Investing Open Portfolio Page!

This is where you can expect monthly portfolio updates regarding the Exchange Traded Funds (ETF’s) I hold. Here I will display my returns, my full account value, the assets I hold and their individual returns. Below you can see the descriptions of the funds I hold in my portfolio, the most recent transactions and the reasoning behind them. I hold this portfolio at https://www.degiro.com/ (non-affiliated). Check out the returns, the holdings and their descriptions below!

Invesco EQQQ Nasdaq – 100 UCITS ETF dist (EQQQ):

The Invesco EQQQ Nasdaq-100 UCITS ETF dist (EQQQ) is an exchange-traded fund (ETF) that aims to provide investors with exposure to the top 100 non-financial companies listed on the Nasdaq stock exchange. The Nasdaq-100 Index is a market capitalization-weighted index that includes companies from a variety of industries, including technology, healthcare, consumer services, and industrials.

The ETF is managed by Invesco and is traded on various stock exchanges across Europe. It aims to track the performance of the Nasdaq-100 Index, providing investors with a diversified investment in some of the largest and most innovative companies in the world.

EQQQ aims to provide investors with a cost-effective way to invest in the Nasdaq-100 Index, as the ETF’s expenses are relatively low compared to actively managed funds. In addition, the ETF distributes dividends on a regular basis, which may provide investors with an income stream.

VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV):

The VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV) is an exchange-traded fund (ETF) that seeks to track the performance of the Morningstar Developed Markets Dividend Leaders Index. The ETF is managed by VanEck and is traded on various stock exchanges across Europe.

The Morningstar Developed Markets Dividend Leaders Index is designed to measure the performance of companies with strong dividend payment histories, from developed markets including North America, Europe, Australia, and Asia. The index selects companies based on their dividend sustainability, financial health, and dividend yield. The top 100 companies are included in the index, with no more than five companies from each sector.

By investing in TDIV, investors can gain exposure to a diversified portfolio of high-quality dividend-paying companies from developed markets, with a focus on companies with a strong track record of paying dividends. This investment approach may appeal to investors who are seeking a reliable source of income from their investments, or who believe that companies with a history of dividend payments are likely to have strong financial fundamentals.

TDIV is also designed to provide investors with a cost-effective way to invest in a diversified portfolio of dividend-paying companies. The ETF has relatively low expenses compared to actively managed funds and is designed to be a long-term investment option.

Vanguard FTSE All-World High div Yield UCITS usd ETF (VHYL):

The Vanguard FTSE All-World High Dividend Yield UCITS USD ETF (VHYL) is an exchange-traded fund (ETF) that aims to track the performance of the FTSE All-World High Dividend Yield Index. The ETF is managed by Vanguard and is traded on various stock exchanges across Europe.

The FTSE All-World High Dividend Yield Index is designed to measure the performance of companies with higher-than-average dividend yields from around the world. The index selects companies based on their dividend sustainability, financial health, and dividend yield, with the top 50% of companies selected based on dividend yield.

By investing in VHYL, investors can gain exposure to a diversified portfolio of high-quality dividend-paying companies from around the world, with a focus on companies with a strong track record of paying dividends. This investment approach may appeal to investors who are seeking a reliable source of income from their investments, or who believe that companies with a history of dividend payments are likely to have strong financial fundamentals.

VHYL is also designed to provide investors with a cost-effective way to invest in a diversified portfolio of high-yielding dividend-paying companies. The ETF has relatively low expenses compared to actively managed funds and is designed to be a long-term investment option.

Vanguard FTSE All-World UCITS ETF usd dist (VWRL):

The Vanguard FTSE All-World UCITS ETF USD Dist (VWRL) is an exchange-traded fund (ETF) that aims to track the performance of the FTSE All-World Index. The ETF is managed by Vanguard and is traded on various stock exchanges across Europe.

The FTSE All-World Index is designed to measure the performance of large and mid-cap stocks from around the world, including both developed and emerging markets. The index is market-capitalization weighted, with a focus on companies with a relatively high liquidity, and is designed to provide investors with a diversified exposure to global equity markets.

By investing in VWRL, investors can gain exposure to a broad range of global equities, including companies from both developed and emerging markets, with a focus on larger and more established companies. This investment approach may appeal to investors who are seeking a cost-effective way to invest in a diversified portfolio of global equities, or who believe that global equity markets offer the potential for long-term growth.

VWRL is also designed to provide investors with a low-cost investment option, as the ETF’s expenses are relatively low compared to actively managed funds. The ETF distributes dividends on a regular basis, which may provide investors with an income stream.

Vanguard S&P 500 UCITS ETF USD (VUSA):

The Vanguard S&P 500 UCITS ETF USD (VUSA) is an exchange-traded fund (ETF) that aims to track the performance of the S&P 500 Index. The ETF is managed by Vanguard and is traded on various stock exchanges across Europe.

The S&P 500 Index is designed to measure the performance of the 500 largest publicly traded companies in the United States, representing a significant portion of the total US stock market capitalization. The index is market-capitalization weighted, with a focus on companies with a relatively high liquidity, and is designed to provide investors with a diversified exposure to the US equity market.

By investing in VUSA, investors can gain exposure to a broad range of large and well-established US companies, including some of the most well-known and profitable companies in the world. This investment approach may appeal to investors who are seeking exposure to the US equity market, or who believe that US companies offer the potential for long-term growth.

VUSA is also designed to provide investors with a low-cost investment option, as the ETF’s expenses are relatively low compared to actively managed funds. The ETF distributes dividends on a regular basis, which may provide investors with an income stream.

VanEck Global Real Estate UCITS ETF (TRET):

The Global Real Estate UCITS ETF is a globally diversified real estate equity ETF consisting of 100 real estate stocks and aims to track the GPR (Global Property Research) Global 100 Index as closely as possible. 

The Global Property Reseach index consists of the largest and most liquid listed real estate companies in the world. The ETF invests in and physically holds the underlying securities included in the index. The GPR Global 100 Index is a market capitalization weighted index.

TRET is also designed to provide investors with a low-cost investment option, as the ETF’s expenses are relatively low compared to actively managed funds. The ETF distributes dividends on a regular basis, which may provide investors with an income stream.