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 (-2,45 %) , 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 (+0,4 %)
$GOOGL (+2,32 %)
$D05 (+0,04 %)
$WM (+3,03 %)
$LIN (+2,09 %)
$ALV (-0,36 %)
$BK (-0,77 %) ( now BNY) $DG (-0,14 %)

