Moderate-to-high volatility seeking maximum current income, emphasises return of capital and yield generation over capital preservation. The flagship 40% position in JPMorgan Global Equity Premium Income (JGPI) is an actively managed ETF employing covered call strategies, generating 8.16% yield from global quality companies. Monthly distributions provide regular cash flow. The 35% allocation to WisdomTree's dividend-weighted European equities maintains regional diversification, while the 25% position in Vanguard's broad-based All-World High Dividend Yield ETF (VGWD) provides geographic and sector balance with a conservative 2.79% yield component that stabilises the overall portfolio structure
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
JGPI.XETRA JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) • IE0003UVYC20 | ETF | 40.0% | 0.35% |
WTEE.XETRA WisdomTree Europe Equity Income UCITS ETF • IE00BQZJBX31 | ETF | 35.0% | 0.29% |
VGWD.XETRA Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing • IE00B8GKDB10 | ETF | 25.0% | 0.29% |
| Total | 100.0% | 0.31% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.9% | +6.1% | -3.7% | +1.7% | - | - | - | - | - | - | - | - | +6.9% |
| 2025 | +5.3% | +3.0% | -1.6% | -3.0% | +2.6% | -1.3% | +3.4% | +0.9% | +0.7% | +1.0% | +2.1% | +1.4% | +15.1% |
| 2024 | +1.5% | +0.8% | +3.6% | -0.7% | +0.6% | -0.1% | +4.3% | +0.4% | +0.4% | -0.5% | +3.6% | -2.4% | +11.8% |
| 2023 | - | - | - | - | - | - | - | - | - | - | - | +0.6% | +0.6% |
Total Dividends Received
€1,910.67
51 payments
Dividend Yield
6.93%
(annualized)
Avg Per Payment
€37.46
per event
All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.
| Year | Dividends |
|---|---|
| 2026 | €248.57 |
| 2025 | €906.95 |
| 2024 | €738.77 |
| 2023 | €16.41 |
| Total | €1,910.67 |