IDEA of the month: Increasing the equity weight by buying dividends
In this issue we increase the equity weight of our portfolio from 20% to 40%. Our more positive view on equities is backed by the index targets for Europe (Stoxx 600 target for …….
This month we buy the “Euro Stoxx Select Dividend 30 index” with 20% weight. We fund this purchase by selling 10% weight each in “Euro Stoxx 50 short index” and “MSCI Japan TRN index”. The portfolio targets absolute return and has the EONIA index as benchmark.
Source: Trading Ideas ETF: Ideas and Flows – Deutsche Bank AG