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BC
Bill Combs
@billcombs · 7. 11.

Investors, which sector stocks are most represented in your portfolio?

In my portfolio it is definitely stocks from the technology sector such as $AAPL, $GOOGL or $ASML.

Osobní pohled člena komunity, ne investiční doporučení. Pravidla komunity

MW

For me it's technology, $MSFT $INTC next is solar company Meyer Burger, this company is now under pressure from cheap solar panels from China like every solar manufacturer.

BC

I don't know Meyer Burger, but I'll check it out.

MD

The sector, well now I guess REITs and solar $ENPH...but before it was technology, of course as they got high and various threats grew, I was selling and just kept $AAPL $MSFT...maybe mistakes, maybe not selling something with that, we'll see ...but now it seems high to me, so I'm trying to find cheaper companies that might also have potential.

BC

I understand, and I feel very much the same way. I'm a tech, I haven't sold stocks, but I haven't bought that many of them, thus currently my portfolio is quite led by REIT and healthcare stocks + ASML stocks.

BC

Great, so it's quite diversified.

DD

Technology, banking, reit, energy, food (all of which I have plus or minus the same)

BC

Great, what stocks do you have in your portfolio from the food industry?

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