1Yr·

I change opinions

sell $LMT (-1.5%)
$RIO (-2.96%)
$TGT (+0.67%)
$ELV (-0.26%)
$SAN (-0.67%)
$CVX (+0.53%)
$MC (-0.18%)
$ASML (+2.04%)
$VICI (+1%)

Wide $NKE (+1.42%)
$MDLZ (+1.83%)
$HSY (+0.95%)

New position $JEPQ (-0.5%)

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

1Yr

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

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Investējošais K.@Wuestenschiff

1Yr

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

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Eneko@Nko1

1Yr

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

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