I focus my portfolio in maximizing the dividends i receive form my stock, always without compromising it, but at the end of the day i do think i have gone too far in the safety of my portfolio and would like to risk a bit more in order to get a higher reward from it.
I have been watching $MSFT (+0,24%) because i feel like it has such a big dividend growth potencial to be worked over the time and buying this stock would also diversify my portfolio a bit more and maybe even surf the AI wave a bit at the end.
Companies like $XOM (+0,45%) , $ULVR (+1,37%) and $PEP (+1,15%) are down a significant percentage even though the capital on those positions is not that much, even so i am looking for a better moment to sell those holdings and maybe reposition that money into either this new growth stock or some company that is already in my portfolio on a good price, like $MAIN (-0,27%)
Anyways, what do you think?