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Priorità al reddito
Mettere al centro del portafoglio le distribuzioni e il modo in cui le aziende le finanziano.
L’idea del portafoglio
Mettere al centro del portafoglio le distribuzioni e il modo in cui le aziende le finanziano.
14 investimenti
L’analisi non è ancora pubblicata
Investimenti, pesi e compromessi restano disponibili. Le misurazioni salvate al momento non sono disponibili.
Azioni
60%10 investimenti · Fascia obiettivo 55–65%
Vanguard FTSE All-World DistIE00B3RBWM2515%
- Ruolo
- Broad global equities with distributions.
- Rischio
- Market losses and variable distributions; currency exposure remains.
Vanguard All-World High Dividend DistIE00B8GKDB1015%
- Ruolo
- A broad core of global dividend-paying equities.
- Rischio
- Dividends can fall; the income tilt changes sector exposure.
AllianzDE00084040054%
- Ruolo
- Insurance earnings, capital discipline and dividends.
- Rischio
- Claims, capital requirements and financial-market losses can affect dividends.
ADPUS05301510364%
- Ruolo
- Payroll services and operating cash generation.
- Rischio
- Employment sensitivity, client-fund rates and valuation risk.
NovartisCH00120052674%
- Ruolo
- Innovative medicines and pharmaceutical cash generation.
- Rischio
- Patent expiries, clinical results and pricing decisions; ordinary Swiss share, not an ADR.
Procter & GambleUS74271810914%
- Ruolo
- Household and personal-care products.
- Rischio
- Volume, pricing and margin pressure; defensive demand does not protect the share price.
Deutsche TelekomDE00055575084%
- Ruolo
- Connectivity services, including substantial US operations.
- Rischio
- Network spending, leases and debt; a German listing does not remove US exposure.
National GridGB00BDR05C014%
- Ruolo
- Regulated electricity and gas networks in the UK and US.
- Rischio
- Capital investment needs financing; regulatory, dilution and dividend risks remain.
Canadian National RailwayCA13637510273%
- Ruolo
- North American freight transport.
- Rischio
- Cyclical freight volumes, network disruption and capital expenditure.
WMUS94106L10983%
- Ruolo
- Waste collection, disposal and related services.
- Rischio
- Acquisition integration, environmental obligations and a demanding valuation.
Obbligazioni
25%2 investimenti · Fascia obiettivo 20–30%
Vanguard EUR Corporate Bond DistIE00BZ163G8415%
- Ruolo
- Distributing euro investment-grade corporate bonds.
- Rischio
- Credit spreads and interest-rate changes can reduce value.
iShares EUR Government 0–1yr DistIE00B3FH761810%
- Ruolo
- Short euro government bonds, separate from cash.
- Rischio
- A bond fund can lose value and is not a guaranteed deposit.
Immobili
10%1 investimento · Fascia obiettivo 5–15%
SPDR Global Real Estate DistIE00B8GF1M3510%
- Ruolo
- Listed global property companies and REITs.
- Rischio
- Listed property carries equity, financing and interest-rate risk.
Liquidità
5%1 investimento · Fascia obiettivo 3–10%
Cash balance5%
- Ruolo
- Cash in the portfolio's base currency, separate from investment funds.
- Rischio
- Inflation reduces purchasing power; no interest rate is assumed.
L’idea alla base della costruzione
Otto aziende offrono diverse fonti operative di dividendi, affiancate da fondi azionari, obbligazionari e immobiliari a distribuzione.
Il compromesso
I pagamenti sono irregolari e possono diminuire. Imposte, fabbisogno di finanziamento e azioni care possono erodere il vantaggio di reddito.