Bought 10 $VLK (+0.86%) and 17 $SHEL (-1.48%) . $VLK (+0.86%) on EMA 50 W line #bottom and $SHEL (-1.48%) had a dip, so more value for me. 🥳

Added 10 $VLK (+0.86%) and 10 $NN (-0.6%) to my portfolio. Both had good 1st half results and I've got more value for my money. 😊

Sold my 26 $ABN (-1.16%) with 38% profit and invest in 100 $WINC (-0.98%) . Added 15 $AD (+0.56%) and 14 $BATS (+0.05%) . Maybe step in later again at $ABN, but got a lot other financials like $NN (-0.6%) , $VLK (+0.86%) ,and $WHA (+0.21%) .

I have been building my portfolio this year and it is doing quite well. Currently my focus is diversifying my portfolio. I have some nice performers in my portfolio like $BESI (+0.67%) , $ABN (-1.16%) , $EVO (+2.21%) , $VLK (+0.86%) . A few others are still underperforming for now but are known stable companies like $ALV (-0.75%) and $TTE (-2.05%) . My focus now is also a bit towards US stocks due to dollar diversification since I am mainly invested in Europe, Switserland and Scandinavia. I am always looking for companies with strong balance sheets, low debt ratio's compared to their peers, growth, dividend and maybe undervalued. One great example is $EVO (+2.21%) which I expect to launch🚀 in the coming year.

I'm looking at three dividend stocks right now: $PFE (+0.95%), $AEP (-1.18%) and $ENEL (+0.26%). They each have different profiles, and I'm trying to figure out which could be the most attractive at this point.

$PFE (+0.95%) seems undervalued. The stock is still well below its pre-COVID levels, the balance sheet is strong, and the dividend is over 5 percent. The real question is whether the company can return to solid growth with its pipeline.

$AEP (-1.18%) is a US utility with stable cash flow, a solid dividend track record, and relatively low debt. It doesn’t move fast, but it offers a good level of reliability and income, especially if rates come down.

$ENEL (+0.26%) is more of a question mark. The dividend is growing by nearly 9 percent a year and paid in multiple installments, which I like. But the stock is already up over 20 percent this year. Debt is quite high, and revenue growth is limited. I like the exposure to renewables, but I'm not sure if this is the right entry point.

• What do you think of these names?
• Any clear favourites? Or red flags?

Also curious: what are your expectations for the USD-EUR exchange rate in the second half of the year? I'm considering the FX angle too, since two of these names are US-listed.

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