Hello everyone,

I am about to make a major change to my portfolio. I have been planning for years to increase the number of shares I hold from 25 to 30 when I exceed the €70,000 mark. The main reasons for this are to spread the risk across more stocks and to be able to invest in new companies without selling old ones, which is usually the rule for me. Now I've been thinking about what other goal I want to pursue with this expansion in addition to the "big strategic" goals. The result is as follows:

- More focus on Europe; reduction of the USA

- Tend to be more defensive; establishment before fantasy

- AI hype may (but does not have to) be integrated, but must not be the unique selling point of the shares

- Should not change my average dividend yield of approx. 2.2-2.3% significantly upwards or downwards

I picked a total of 50 stocks from my watchlists and looked to see which ones fulfill this requirement and which ones would work for me as a 5-pack. I would then add these to the portfolio over the next six months. The results are as follows:

Siemens $SIE (-1,35%)

Volkswagen $VOW (-0,25%)

Continental $CON (-2,42%)

Hoshizaki $6465 (+0,68%)

Arteche Lantegi $ART (+0%)

Just missed out:

Interroll $INRN (+0,24%)

Prysmian $PRY (+2,49%)

Kemira $KEMIRA (+1,44%)

S&P Global $SPGI (+0,78%)

Technoprobe $TPRO (-2,68%)

Now my question, is the plan solid for you? Would you do anything differently in terms of strategy or stock selection? And what are you currently looking for when buying new shares?

LG DieEnte7