11Mo·

I change opinions

sell $LMT (+1,32 %)
$RIO (+0,88 %)
$TGT (-1,38 %)
$ELV (-0,09 %)
$SAN (+0,11 %)
$CVX (+1,22 %)
$MC (+0,41 %)
$ASML (+0,07 %)
$VICI (-0,38 %)

Wide $NKE (+0,18 %)
$MDLZ (-0,5 %)
$HSY (-2,27 %)

New position $JEPQ (+0,29 %)

I want to have a simpler dividend portfolio with what I have the 6 stocks that I like the most and from different sectors and a Nasdaq monthly distribution ETF with options#dividends

What do you think?

3 Commentaires

11Mo

If you are retiring soon, then okay (maybe the 89 in your username is not the Birthyear)…
Would not have sold especially ASML & LVMH though

•

ieguldīšanas K.@Wuestenschiff

11Mo

In my opinion $MDLZ and $HSY are the same sector only that Mondelez is a little more diversified.

•

Eneko@Nko1

11Mo

I think you have 15k very poorly diversified, do you think we should get in touch? You have almost half in a fund and then the rest of the money in companies with similar sectors such as Mondelez and I have seen the sales you have had and I do not know very well why you have acquired certain losses, for example I have seen that you have sold Repsol but it is still in your portfolio. If you think so, let's talk about it

••