2Mes·

I change opinions

sell $LMT (-1,53%)
$RIO (-0,91%)
$TGT (-2,31%)
$ELV (-1,35%)
$SAN (-2,18%)
$CVX (-3,43%)
$MC (-3,47%)
$ASML (-3,11%)
$VICI (-2,28%)

Wide $NKE (-4,1%)
$MDLZ (-2,38%)
$HSY (-2,01%)

New position $JEPQ (-4,34%)

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

2Mes

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

•

Capt‘n@Wuestenschiff

2Mes

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

•

Eneko@Nko1

2Mes

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

••