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 (+2,68%) , 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 (+0,61%)
$GOOGL (-0,18%)
$D05 (+0,54%)
$WM (+1,04%)
$LIN (+1,32%)
$ALV (+0,15%)
$BK (+0,75%) ( now BNY) $DG (-0,17%)

