Hi, I've been investing for a year now, and god what a year. I have never touched anything related to AI stocks just because I dont believe in it long term.Currently my portfolio is 80% european and focused either on value, a few good stable growth companies and others that are cyclical:
NVO: Bought in the dippitiest of the dips, currently 20% up
FCX:Cyclical. Bought at 43. Upside of around 30%
Engie: Electrical gisnt in France and good dividend (5% up)
Rubis sca: Stable growth and good dividend (4% up)
Nordea bank: Good dividend, likely overvalued (5% up)
Tubacex: Recent investment. Cyclical.
I try to have a bit of every sector. Im more diversified in other companies but these are the main ones. Wdyt?