Bought 10 $VLK (+0,29 %) and 17 $SHEL (+0,13 %) . $VLK (+0,29 %) on EMA 50 W line #bottom and $SHEL (+0,13 %) had a dip, so more value for me. 🥳

Added 10 $VLK (+0,29 %) and 10 $NN (+0,93 %) to my portfolio. Both had good 1st half results and I've got more value for my money. 😊

Sold my 26 $ABN (+0,91 %) with 38% profit and invest in 100 $WINC (+0,29 %) . Added 15 $AD (+0,34 %) and 14 $BATS (-0,22 %) . Maybe step in later again at $ABN, but got a lot other financials like $NN (+0,93 %) , $VLK (+0,29 %) ,and $WHA (-0,64 %) .

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 (+2,09 %) , $ABN (+0,91 %) , $EVO (+1,18 %) , $VLK (+0,29 %) . A few others are still underperforming for now but are known stable companies like $ALV (+0,34 %) and $TTE (-0,13 %) . 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 (+1,18 %) which I expect to launch🚀 in the coming year.

I'm looking at three dividend stocks right now: $PFE (+0,14 %), $AEP (+0,3 %) and $ENEL (-0,61 %). They each have different profiles, and I'm trying to figure out which could be the most attractive at this point.

$PFE (+0,14 %) 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 (+0,3 %) 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 (-0,61 %) 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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