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EP 120 | The busiest Q3 earnings week with several nice dividend hikes

Dividend Talk

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Is There a Diversification in the Portfolio?

It's definitely more European-focused. It is quite laser focused on Europe to quote, but I like it. There's a nice mix. He has Intel, Microsoft. You've got your healthcare, Rush, maybe a little bit more healthcare would be noise here. And maybe some REITs maybe. Inditex and Sanofi are a good company. But I think there might be a lot of headwinds around there at the moment as well. For me, it would be hard for Nestle and Rush with the tax situation,. Total energy is over-shared. Not even about total energies.

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