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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