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 (-3,65 %) , 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 (-1,85 %)
$GOOGL (-2,23 %)
$D05 (-2,34 %)
$WM (+1,32 %)
$LIN (-1,67 %)
$ALV (+0,36 %)
$BK (-2,43 %) ( now BNY) $DG (-1,62 %)

What do you consider better, being heavily invested in tech for let’s say the coming 30 years via $XLKS (-1,85 %) or $XNAS (-2,38 %) ? Or being broadly spread via something like the $VWRL (-1,54 %) , $VWCE (-1,79 %) , or $FWRG (-1,93 %) in the form of an all-world ETF? Keeping in mind my other plays are mostly financial and infrastructure individual picks.

Hi there, I’ve been a silent reader for the past months. But this is my portfolio. For context, I’m 20 years olds and active with investing since 2 years.

$XLKS (-1,85 %) - the base of my portfolio, with the belief in tech for the longrun.

$NU (-2,03 %) - Is my high conviction bet, as well as $IONQ (-2,4 %) which I’m looking to expand.

Other then this, I have some other “sleep well at night” picks I presume, that I also add to for dividends and stable growth.

Let me know what you think and my question is: Should I keep adding to $XLKS (-1,85 %) or split up my position into $NVDA (-3,51 %) - $AVGO (-4,91 %) - $MSFT (-1,54 %) - $ORCL (-9,85 %) ?

Let me know and good luck to all of you!

Hi all,

I’m torn between $IWDA (-1,73 %) (iShares MSCI World ETF) and $XLKS (-1,85 %) (Tech Select Sector SPDR ETF) for long-term investing (10+ years). IWDA offers broad global diversification, while XLKS focuses on US tech with higher growth but more risk.

Which aligns better for balanced growth? Would a split allocation make sense? Also, how do you see the risk/reward in todays market?

Appreciate your insights!

Thanks