Frugal - There is a lot of information available on the construction of dividend portfolios and I don't claim to be an expert. One thing I would say is that it is much easier to construct a dividend portfolio of US shares than of Euro shares, as there is a far better choice of dividend-paying shares...

Frugal To answer the questions: 1.Relative performance of Eu and US PPs. You can look this up yourself by comparing simple 4 -ETF portfolios, or comparing published results such as Marc de Mesel's EU results with US results. Portfoliocharts.com has similar average performances for US and German PPs ...

To continue from my post earlier in this thread: It seems to me that there are relatively few sane investing strategies that can be considered by a retired or retiring person - a non-gambler. The following come to mind: The PP and variants - unbeatable in its historic low drawdown, and as good as ma...

Following on from the discussion started by Sophie ( https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=9289&start=24 ), I thought I would start a new topic here as the subject is variable portfolios. I wrote: PS It seems to me that there are relatively few sane investing strategies that ...

For my euro PP: + 1.4% in 2017. A vanilla Euro PP of four ETFs would have gained about 1.2% in 2017:
CEU (MSCI Europe) +10.5%
MTH (25y+ bonds) -0.9%
GBS (gold) -1.3%
C13 (1-3y bonds) -0.3%

EUR/USD +15% in 2017and rising

(Figures from the French site boursorama.com)

hi I couldn't find the explanation and a model of that DIVIDEND portfolio . Please help. There is no official dividend portfolion on Seeking Alpha, look for articles by David Van Knapp, David Crosetti, Chuck Carnevale. A good introduction here: https://seekingalpha.com/article/254416-road-map-for-m...

Frugal I already have exposure to US shares in my VP so I have none in the PP. Otherwise I would probably have about 50% US in the PP, or a global share ETF. There is currency risk though: the dollar has lost about 11% against the Euro this calendar year, so my mostly US VP is only breaking even for...

Good questions, Sophie. Q1 .The PP as a « base » portfolio could be complemented (or even replaced) by a stock portfolio. There are dividend share diehards on seekingalpha.com for example who seem to live exclusively off dividends and never sell a share unless forced to by a merger or similar event....

4,3% and what about inflation? It does not beat official inflation by much, and perhaps does not beat real inflation at all. But multiple-year periods of underperformance are not unusual. Do you think to change to a more aggressive lazy portfolio? Such as...? If you have a concrete suggestion and s...

These are results from my real 4x25 portfolio of Euro shares with Euro and EM share ETFs, bond ETFs, gold ETFs and cash. Not very different from the US Vanilla PP figures of -2.24, +10.10, -2.99 and +5.9% for the same four years. 2013 -3.04% 2014 +12.39% 2015 +1.42% 2016 +7.08 Average 4.30% 2017 +2....

No such luck here in Europe. My Euro PP is +0.55% for 2017, not helped by the Euro's strength at $1.19.

Same or worse in Europe. In mid-June my Euro PP was +2.2% since 1 Jan, now -0.6%. Not helped by the Euro's recent strength relative to the dollar (+3% in the last month). I suppose I should be buying, but I topped up gold and bonds back in June of course. The fortunes of war.