Hi there, I would like to share my portfolio here to hear opinions and feedback. XLK is my core which I believe will continue to grow over the longterm. Alphabet is my second biggest position, for the same reason as my XLK holding. 6 other stocks make up the rest, mainly to have a defensive side plus the dividends are also nice. I’m thinking of adding $KTY (-0,23 %) , but I prefer to hold no more than what I currently have unless it’s very compelling or if it’s temporary.
Let me know what you think! All opinions are welcome.
$XLKS (-2,77 %)
$GOOGL (-0,34 %)
$D05 (+0,65 %)
$WM (+0,29 %)
$LIN (-0,54 %)
$ALV (-1,37 %)
$BK (-3,64 %) ( now BNY) $DG (+1,62 %)

