Assessment of my portfolio

Before the US attack, I had reorganized my portfolio and taken profits in order not to have too many stocks in my portfolio again, so I chose Van Eck as my anchor, and with the help of the AI I was given sectors that I completely neglected.

I am adding to these:

savings plan on the $TDIV (+0,57%) continue to run ( 1000,- Euro per month)

Buy on setbacks:

$TXN (-0,3%)

$NEE (+1,04%)

$AVGO (+1,14%)

$DB1 (+2,35%)

$DTE (-3,92%)

$HON (+0,65%)

$SIE (-0,9%)

What do you think about the portfolio or the targeted purchases?

Have a nice Wednesday.