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 (-1,39%) , 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 (+1,4%)
$GOOGL (-1,4%)
$D05 (+0,47%)
$WM (-1,16%)
$LIN (-2,06%)
$ALV (-1,02%)
$BK (-2,23%) ( now BNY) $DG (-3,67%)

