1Anno·

I change opinions

sell $LMT (+2,6%)
$RIO (-0,24%)
$TGT (-1,24%)
$ELV (-1,71%)
$SAN (-4,14%)
$CVX (+1,25%)
$MC (-3,08%)
$ASML (-1,57%)
$VICI (+1,03%)

Wide $NKE (-2,79%)
$MDLZ (+1,88%)
$HSY (+1,93%)

New position $JEPQ (-0,95%)

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

••