6Mo·

I change opinions

sell $LMT (-0,53 %)
$RIO (+1,92 %)
$TGT (+0,32 %)
$ELV (+4,4 %)
$SAN (+2,72 %)
$CVX (+1,26 %)
$MC (+0,01 %)
$ASML (+1,04 %)
$VICI (+0,14 %)

Wide $NKE (+0,08 %)
$MDLZ (-0,62 %)
$HSY (-1,51 %)

New position $JEPQ (+0,73 %)

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

6Mo

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

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Capt‘n@Wuestenschiff

6Mo

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

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Eneko@Nko1

6Mo

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

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