4Mo·

Opinions on the portfolio?

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 (+1,27 %) , 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 (+1,97 %)
$GOOGL (+1,83 %)
$D05 (+0,49 %)
$WM (-2 %)
$LIN (-0,13 %)
$ALV (+0,65 %)
$BK (+0,76 %) ( now BNY) $DG (+0,83 %)

8Positions
45 511,08 €
23,48 %
4
1 Commentaire

image de profil
very good, but i think you should choose and add 3 more selected stocks, 1 technology, 1 healthcare, and 1 financial. these are my tips, but in the end is a very defensive and balanced portofolio.
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