Hi there, I would like to share my portfolio here to hear opinions and feedback. XLK is my core which I believe will continue to grow over the longterm. Alphabet is my second biggest position, for the same reason as my XLK holding. 6 other stocks make up the rest, mainly to have a defensive side plus the dividends are also nice. I’m thinking of adding $KTY (-1.39%) , but I prefer to hold no more than what I currently have unless it’s very compelling or if it’s temporary.

Let me know what you think! All opinions are welcome.

$XLKS (+1.4%)
$GOOGL (-1.44%)
$D05 (+0.47%)
$WM (-1.16%)
$LIN (-2.06%)
$ALV (-1.02%)
$BK (-2.23%) ( now BNY) $DG (-3.67%)

What do you consider better, being heavily invested in tech for let’s say the coming 30 years via $XLKS (+1.4%) or $XNAS (+0.27%) ? Or being broadly spread via something like the $VWRL (-0.5%) , $VWCE (-0.52%) , or $FWRG (-0.37%) in the form of an all-world ETF? Keeping in mind my other plays are mostly financial and infrastructure individual picks.

Hi there, I’ve been a silent reader for the past months. But this is my portfolio. For context, I’m 20 years olds and active with investing since 2 years.

$XLKS (+1.4%) - the base of my portfolio, with the belief in tech for the longrun.

$NU (-2.21%) - Is my high conviction bet, as well as $IONQ (-1.3%) which I’m looking to expand.

Other then this, I have some other “sleep well at night” picks I presume, that I also add to for dividends and stable growth.

Let me know what you think and my question is: Should I keep adding to $XLKS (+1.4%) or split up my position into $NVDA (+3.45%) - $AVGO (+4.62%) - $MSFT (-1.58%) - $ORCL (-1.07%) ?

Let me know and good luck to all of you!

Hi all,

I’m torn between $IWDA (-0.59%) (iShares MSCI World ETF) and $XLKS (+1.4%) (Tech Select Sector SPDR ETF) for long-term investing (10+ years). IWDA offers broad global diversification, while XLKS focuses on US tech with higher growth but more risk.

Which aligns better for balanced growth? Would a split allocation make sense? Also, how do you see the risk/reward in todays market?

Appreciate your insights!

Thanks