2Mes·

Opinions on the portfolio?

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 (+1,21%) , 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 (+0,6%)
$GOOGL (-0,77%)
$D05 (-0,56%)
$WM (+0,78%)
$LIN (+1,32%)
$ALV (+0,62%)
$BK (+0%) ( now BNY) $DG (+0,08%)

8Posizioni
45.511,08 €
23,48%
4
1 Commento

immagine del profilo
very good, but i think you should choose and add 3 more selected stocks, 1 technology, 1 healthcare, and 1 financial. these are my tips, but in the end is a very defensive and balanced portofolio.
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