2Mon·

Opinions on the portfolio?

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 (-1.51%) , 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 (+1.46%)
$GOOGL (-0.31%)
$D05 (-1.18%)
$WM (-0.34%)
$LIN (+0.02%)
$ALV (-1.48%)
$BK (+0.36%) ( now BNY) $DG (-3.99%)

8Positions
€45,511.08
23.48%
4
1 Comment

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very good, but i think you should choose and add 3 more selected stocks, 1 technology, 1 healthcare, and 1 financial. these are my tips, but in the end is a very defensive and balanced portofolio.
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