BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 06 TO 13 NOVEMBER 2019 (ANÃLISIS BANCO SABADELL)
European Portfolio
We lower the weight of Allianz, Daimler and Siemens. We raise the weight of Airbus, Air Liquide, Axa and Kering.
European High Yield Portfolio
Air Liquide, Allianz, Daimler, SAP & Vivendi
We replace Allianz and Daimler with Airbus and Axa.
Spanish Recommended Portfolio
No changes this week.
5-Stock Recommended Portfolio
ACS, Caixabank, Cellnex, Ferrovial & Telefónica
No changes this week.
5 High-Yield Stock Portfolio
Iberdrola, Merlin, Repsol, Santander & Telefónica
No changes this week.
Mid&Small Recommended Portfolio
Applus, CAF, Dominion, Enagás, Ence, Indra, Logista, Másmóvil, Sacyr & Unicaja
No changes this week.