Which of my positions do you think I should make bigger (and why)?
On the following months I'd like to go for:
Airlines: $UAL (-0.06%) or $IAG (-0.25%) --> Good momentum, growth ahead, undervalued.
Insurance: $CS (-0.68%) or $ALV (-0.17%) --> Good dividend, good momentum, good perspectives, high dividend.
European Banks:
$ISP (-0.76%) or $CABK (+0.33%) --> Undervalued Vs American banks, better environment than years ago with lower valuations, higher interest and more security... possibility of gaining stock apretiation while receiving high dividends.
Homebuilding: $LEN (-0.68%) --> They have a clear problem with lack of homes in the US, good valuation, good growth prospects.
Also tempted to double with my pharma losers $CAH (-0.32%) and $AMPH (-0.1%) , bought them when they were with good momentum and they've underperformed since, but I still like the future prospects... High growth, small caps, good drug portfolio... If I still like the numbers and they're cheaper now, should I double my bet here?(I hate going against momentum). $PFE (-0.02%) also on the list, but I have it on a small saving plan. Shifting momentum but still early to say so I prefer to buy slow...
I'm not planing on adding stocks that are not currently in my portfolio.