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 (-0,17 %) , 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 (+2,14 %)
$GOOGL (+1,52 %)
$D05 (+2,46 %)
$WM (-1,01 %)
$LIN (+0,63 %)
$ALV (+0,49 %)
$BK (-0,79 %) ( now BNY) $DG (+0,89 %)

What do you consider better, being heavily invested in tech for let’s say the coming 30 years via $XLKS (+2,14 %) or $XNAS (+2,09 %) ? Or being broadly spread via something like the $VWRL (+0,82 %) , $VWCE (+0,91 %) , or $FWRG (+1,14 %) 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 (+2,14 %) - the base of my portfolio, with the belief in tech for the longrun.

$NU (-1,47 %) - Is my high conviction bet, as well as $IONQ (-2,3 %) 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 (+2,14 %) or split up my position into $NVDA (+2,64 %) - $AVGO (+3,72 %) - $MSFT (-0,33 %) - $ORCL (+0,76 %) ?

Let me know and good luck to all of you!

Hi all,

I’m torn between $IWDA (+0,74 %) (iShares MSCI World ETF) and $XLKS (+2,14 %) (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