1Anno·

I change opinions

sell $LMT (-1,3%)
$RIO (-0,13%)
$TGT (+0,07%)
$ELV (+0,03%)
$SAN (+0,03%)
$CVX (+1,09%)
$MC (+0,29%)
$ASML (-0,74%)
$VICI (+0,56%)

Wide $NKE (+0,81%)
$MDLZ (+1,56%)
$HSY (-0,33%)

New position $JEPQ (-1,28%)

I want to have a simpler dividend portfolio with what I have the 6 stocks that I like the most and from different sectors and a Nasdaq monthly distribution ETF with options#dividends

What do you think?

3 Commenti

1Anno

If you are retiring soon, then okay (maybe the 89 in your username is not the Birthyear)…
Would not have sold especially ASML & LVMH though

•

Investējošais K.@Wuestenschiff

1Anno

In my opinion $MDLZ and $HSY are the same sector only that Mondelez is a little more diversified.

•

Eneko@Nko1

1Anno

I think you have 15k very poorly diversified, do you think we should get in touch? You have almost half in a fund and then the rest of the money in companies with similar sectors such as Mondelez and I have seen the sales you have had and I do not know very well why you have acquired certain losses, for example I have seen that you have sold Repsol but it is still in your portfolio. If you think so, let's talk about it

••