Well Diversified Portfolio

Consumer
30%
tecnology
25%
communication
15%
energy
15%
industrial
10%
financial
5%

ACTIVISION BLIZZARD INC

ATVI US
share 5.0%
upside 27%
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ALPHABET INC-CL A

GOOGL US
share 5.0%
upside 15%
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AMAZON.COM INC

AMZN US
share 5.0%
upside 21%
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APPLIED MATERIALS INC

AMAT US
share 5.0%
upside 19%
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BAKER HUGHES CO

BKR US
share 5.0%
upside 20%
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CIGNA CORP

CI US
share 5.0%
upside 27%
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CONOCOPHILLIPS

COP US
share 5.0%
upside 16%
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DEVON ENERGY CORP

DVN US
share 5.0%
upside 19%
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GENERAL MOTORS CO

GM US
share 5.0%
upside 20%
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JACOBS ENGINEERING GROUP INC

J US
share 5.0%
upside 18%
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LAM RESEARCH CORP

LRCX US
share 5.0%
upside 18%
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LOWE'S COS INC

LOW US
share 5.0%
upside 19%
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METLIFE INC

MET US
share 5.0%
upside 17%
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MICRON TECHNOLOGY INC

MU US
share 5.0%
upside 47%
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NIKE INC -CL B

NKE US
share 5.0%
upside 22%
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SALESFORCE.COM INC

CRM US
share 5.0%
upside 15%
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TELEDYNE TECHNOLOGIES INC

TDY US
share 5.0%
upside 16%
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VERTEX PHARMACEUTICALS INC

VRTX US
share 5.0%
upside 39%
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WALT DISNEY CO/THE

DIS US
share 5.0%
upside 17%
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ZIMMER BIOMET HOLDINGS INC

ZBH US
share 5.0%
upside 16%
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Portfolio upside
21%
invest