1Mes·

I change opinions

sell $LMT (+2,16%)
$RIO (-0,41%)
$TGT (-2,56%)
$ELV (-0,97%)
$SAN (+1,62%)
$CVX (-0,58%)
$MC (+0,4%)
$ASML (-0,72%)
$VICI (+2,65%)

Wide $NKE (-0,48%)
$MDLZ (+4,45%)
$HSY (+4,29%)

New position $JEPQ (-1,13%)

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

1Mes

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

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Capt‘n@Wuestenschiff

1Mes

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

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Eneko@Nko1

1Mes

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

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