In this episode of Dividend Talk, we dive into the world of dividend ETFs for European investors.

Timestamps and Tickers

Here’s a breakdown of this week’s episode:

• 0:08 – Introduction: Catching up on the new year and recent market trends.
• 6:10 – Greggs’ trading update: Weak consumers and rising costs (Ticker: GRG.L).
• 9:39 – Discussion on UK companies with international exposure (e.g., British American Tobacco, Ticker: BATS.L).
• 14:50 – Breakdown of top European dividend ETFs:
  • VanEck Morningstar Developed Markets Dividend Leaders (Ticker: TDIV).
  • Vanguard FTSE All-World High Dividend Yield (Ticker: VHYL).
  • SPDR S&P Global Dividend Aristocrats (Ticker: GBDV).
• 31:28 – Listener Questions: Portfolio building, turnaround stocks, and favourite reads.

Key News

• Greggs Update: Record-breaking £2 billion sales but weak consumer spending weighs on profits. Share prices dropped double digits as the company navigates higher costs and shrinking margins.
• PepsiCo (PEP): A polarizing stock with opinions split on its future prospects due to shrinking pricing power and recent quarterly declines.
• UK Market Sentiment: Weak consumer confidence and political uncertainty continue to dominate the narrative. Opportunities may exist in companies with international exposure.

Main Topic: Dividend ETFs for European Investors?

This episode highlights the pros and cons of the top dividend ETFs available to European investors:

1. VanEck Morningstar Developed Markets Dividend Leaders (Ticker: TD.I):
   • Yield: ~4.1%.
   • Expense Ratio: 0.38%.
   • Notable Holdings: Verizon (VZ), Chevron (CVX), and HSBC (HSBC).
   • Verdict: Solid yield but limited dividend growth.
2. Vanguard FTSE All-World High Dividend Yield (Ticker: VHYL):
   • Yield: ~3.03%.
   • Expense Ratio: 0.29%.
   • Notable Holdings: JPMorgan Chase (JPM), ExxonMobil (XOM).
   • Verdict: Diversified but underwhelming for dividend-focused investors.
3. SPDR S&P Global Dividend Aristocrats (Ticker: GBDV):
   • Yield: ~3.72%.
   • Expense Ratio: 0.45%.
   • Verdict: Strong recent total returns but high fees and minimal dividend growth.

Listener Questions

• Portfolio Building: Strategies for creating a 5% yielding dividend portfolio in one year.
• Turnaround Stocks: Bayer (BAYN.DE) and VF Corporation (VFC) stand out as potential picks.
• Real Estate Investment Trusts (REITs): Discussing metrics like cost of capital and challenges in value creation.
• Favorite Reads: This week, the Income Factory and Icelandic crime novels were on our hosts’ reading lists.

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