1Mes·

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 (-0,94%) , 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 (-1,88%)
$GOOGL (-1,71%)
$D05 (-2,52%)
$WM (+0,62%)
$LIN (+0,31%)
$ALV (+0,68%)
$BK (-1,77%) ( now BNY) $DG (-0,79%)

8Posizioni
45.511,08 €
23,48%
4
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