Hi everyone,
Exciting opportunities keep popping up during earnings season.
I’ve taken advantage of some of these—in my opinion, in a somewhat countercyclical way—for the quality companies in my portfolio, and I hope to have $SU (+1.8%)
$ADS (+0.95%)
$ASML (-1%)
$SAP (+1.56%) have built up some good long-term positions. I’ll use this to make additional purchases whenever opportunities arise.
The four ETFs in my portfolio remain the foundation for the long term.
If I ask the AI, my portfolio is missing a position in the bond class.
I’d personally like to allocate a moderate portion of $ERNA (+0.27%) as a reserve.
What are your thoughts on bonds/bond ETFs, and do you have a recommendation for my portfolio that would serve as a suitable liquidity/cash reserve?
Best regards and have a great weekend
