AU/Global/REITs ETFs Analysis (FEB23)

Written By Nomad FI

AU ETFs Analysis / Global ETFs Analysis / REITs ETFs Analysis

Updated our AU ETFs / Global / REITs Analysis regarding ETF Fund Details including Correlation based on Composition and adjusting new targets prior to Quarterly Dividends Distributions.

Our Current DY% is at 9% (5.5K Divs /61K TMV). Based on our Risk Indicators using the 52WH range, we can risk up to 70K (DY% at 9%), and To Go of about 100K (DY% at 9.9%) in our EFI Account. However, we will reassess the market again in MAY23 prior to the JUN23 YE Dividend Distributions for any final allocations.

By next week, I hope to find some time and do the same Analysis in our Super Accounts.

Nomad FI
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