8H·

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 (-0,64 %) , 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 (-5,36 %)
$GOOGL (-0,05 %)
$D05 (-1,24 %)
$WM (+1,2 %)
$LIN (+0,64 %)
$ALV (-0,46 %)
$BK (+0 %) ( now BNY) $DG (-0,26 %)

8Positions
45 511,08 €
23,48 %
3
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