BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 01 TO 08 SEPTEMBER 2021 (ANÁLISIS BANCO SABADELL)
European Portfolio
We replace Ab Inbev, Bayer, Axa, Vivendi and Siemens with Munich Re and Safran. We raise the weight of Air Liquide, Daimler, Philips and Prosus.
European High Yield Portfolio
Airbus, Air Liquide, Daimler, Deutsche Post & Philips
No changes this week.
Spanish Recommended Portfolio
We lower the weight of Arcelor, FCC and Ferrovial, and allocate it to IAG.
5-Stock Recommended Portfolio
ACS, Cellnex, Ferrovial, Grifols & Iberdrola
No changes this week.
5 High-Yield Stock Portfolio
Acerinox, Enagás, Iberdrola, Mapfre & Merlin
No changes this week.
Mid&Small Recommended Portfolio
Acerinox, Aedas, CAF, Enagás, Ence, FCC, Global Dominion, G. Catalana Occidente, Mediaset & Unicaja
No changes this week.