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 (-2,18%) , 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 (+2,62%)
$GOOGL (+0,39%)
$D05 (+0,45%)
$WM (-0,87%)
$LIN (-0,58%)
$ALV (+1,2%)
$BK (+0,75%) ( now BNY) $DG (+2,41%)

