10Mon·

I change opinions

sell $LMT (+0.8%)
$RIO (+1.91%)
$TGT (+0.5%)
$ELV (-0.51%)
$SAN (-0.03%)
$CVX (+0.06%)
$MC (-1.39%)
$ASML (-0.71%)
$VICI (-0.75%)

Wide $NKE (-0.03%)
$MDLZ (-1%)
$HSY (-1%)

New position $JEPQ (+0.96%)

I want to have a simpler dividend portfolio with what I have the 6 stocks that I like the most and from different sectors and a Nasdaq monthly distribution ETF with options#dividends

What do you think?

3 Comments

10Mon

If you are retiring soon, then okay (maybe the 89 in your username is not the Birthyear)…
Would not have sold especially ASML & LVMH though

•

ieguldīšanas K.@Wuestenschiff

10Mon

In my opinion $MDLZ and $HSY are the same sector only that Mondelez is a little more diversified.

•

Eneko@Nko1

10Mon

I think you have 15k very poorly diversified, do you think we should get in touch? You have almost half in a fund and then the rest of the money in companies with similar sectors such as Mondelez and I have seen the sales you have had and I do not know very well why you have acquired certain losses, for example I have seen that you have sold Repsol but it is still in your portfolio. If you think so, let's talk about it

••