1Ano·

I change opinions

sell $LMT (+1,14%)
$RIO (+0,6%)
$TGT (+1,21%)
$ELV (-0,1%)
$SAN (-0,61%)
$CVX (-1,09%)
$MC (+0,6%)
$ASML (+0,16%)
$VICI (-0,42%)

Wide $NKE (-0,38%)
$MDLZ (+2,6%)
$HSY (-1,33%)

New position $JEPQ (+2,03%)

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 Comentários

1Ano

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

1Ano

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

•

Eneko@Nko1

1Ano

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

••