BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 25 JANUARY TO 01 FEBRUARY 2023 (ANÁLISIS BANCO SABADELL)
European Portfolio
We lower the weight of LVMH and ASML, adding Santander.
European High Yield Portfolio
ASML, BNP, LVMH, Safran & Vinci.
No changes this week.
Spanish Recommended Portfolio
We lower the weight of Telefónica and Merlín. We raise Aena’s weight, adding Santander.
5-Stock Recommended Portfolio
ACS, Bankinter, Cellnex, IAG & Inditex.
No changes this week.
5 High-Yield Stock Portfolio
Aena, Caixabank, Iberdrola, Repsol & Viscofan.
We replace Merlin with Aena.
Mid&Small Recommended Portfolio
CAF, Ecoener, FCC, Fluidra, Global Dominion, Meliá, Rovi, Sacyr, Unicaja & Viscofan.
No changes this week.