stocks Archives - Fight to FIRE

5 thematic funds for the future

Last Updated on: June 8, 2020 by Mr. FightToFIRE

Heads up before you read these suggested themes. This post and other posts like it are my own thoughts and ideas. I’m not a broker/dealer, nor am I an investment advisor. I have no access to non-public information about publicly traded companies, and this is not a place for the giving or receiving of financial advice, advice concerning investment decisions or tax or legal advice. These are suggestions, guides, not advice.

More and more thematic funds are being released on us: from agriculture to solar energy. It’s won’t help you keep a simple portfolio, but if you are interested in dabling in other areas than a region-based portfolio and don’t mind doing some futurology -yes that’s a thing- I’d like to go over a few interesting options.

5 tips and suggestions to control the crisis and a recession

Last Updated on: April 11, 2020 by Mr. FightToFIRE

Heads up before you read these suggestions. These and other posts like them are my own thoughts and ideas. I’m not a broker/dealer, nor am I an investment advisor. I have no access to non-public information about publicly traded companies, and this is not a place for the giving or receiving of financial advice, advice concerning investment decisions or tax or legal advice. These are suggestions, guides, not advice.

Until a couple of weeks ago, the markets stayed unphased by the ever-expanding coronacrisis. Forward three weeks and the markets caught a serious fever. You got to wonder: with steep a decline as we saw these past two weeks, is it time to go in a bit more and “buy the dip” during this coronavirus crisis and are we heading for recession version 2020?

Portfolio update: stock purchases using tax deduction

Last Updated on: May 12, 2020 by Mr. FightToFIRE

Thanks to a tax deduction on my newly bought apartment on plan, I received about 17,000 EUR. This allows me to give a nice update on my portfolio and milestones progress.

2019 Milestones evaluation

I realized, as the year comes to a close, that I barely mentioned anything about my milestones. Especially the personal ones were left untouched…

24 Best European Dividend Stocks and Dividend Aristocrats to Look for in 2020

Last Updated on: August 9, 2020 by Daniel Woerle

Heads up before you read these suggestions. These and other posts like them are my own thoughts and ideas. I’m not a broker/dealer, nor am I an investment advisor. I have no access to non-public information about publicly traded companies, and this is not a place for the giving or receiving of financial advice, advice concerning investment decisions or tax or legal advice.

While dividends are susceptible to taxes in most countries, including Belgium -at a whopping 30%- dividend stocks are still a good choice exactly because they can pay a dividend. When you have a core-satellite strategy like I have where you want to allocate a bit of money to generate some alpha this list can be a good starting point. I’ve selected 24 European dividend stocks hat paid dividends consistently over the last 10 years and thus are among the best European dividend stocks and European dividend aristocrats to hold.

What type of investor are you?

Last Updated on: May 22, 2020 by Mr. FightToFIRE

At the beginning of every year, I get a letter from the bank I have an investment portfolio with to review my investment and based on a questionnaire reevaluate what type of investor I am, i.e., my investment profile. Then based on the result we check what’s the most optimal way to invest my money.

Portfolio update: new savings account & stock purchases

Last Updated on: January 22, 2019 by Mr. FightToFIRE

We are only the second week of January and I can already give a major update on my portfolio and milestones progress. This is in part due to the decline we saw at the end of 2018 and the opportunity it offered me to enter at a lower price for quite a few stocks.

9 dividend-paying stocks I’ll buy in 2019

Dividend-paying stocks? As a Belgian? Am I going mad, paying 30% to get cash instead of having it accumulate? Hear me out. Getting money…

Exchange-Traded Fund (ETF) On A Stack Of Coins

ETFs: size doesn’t matter, kinda

In my article about PRIIPs, I briefly mentioned that the European alternatives to the now unavailable US-based Exchange-Traded Funds (ETFs) more often than not are…

PRIIPs Regulation Printed On The Side Of A Ring Folder

How to Buy US ETF in Europe with PRIIPs ETF Regulation?

Last Updated on: August 10, 2020 by Mr. FightToFIRE

Most retail investors that trade on their own already noticed starting 2018. As a European, it’s not possible to buy US-based Exchange Traded Funds (ETF) anymore.
If you were trying to find out how to get these US-based ETFs in Europe, I hate to burst your bubble, but there is no straight forward for this after a new ETF regulation in Europe (no, options aren’t straightforward). The major culprit? PRIIPs.
PRIIPs stands for Packaged Retail and Insurance-based Investment Products. Phew, that’s a mouthful, isn’t it? No wonder everyone uses the abbreviation.