If you were to create a portfolio in the current situation would it contain more dividend stocks or even now that most tech giants are reaching their ATH would you discard them in your portfolio?
I am thinking of buying but not sure how to decide whether more dividend stocks or tech security for long term.
If I were to create a portfolio in the current situation, I would do an analysis of several companies. Then I would pick some stocks that I like and meet certain criteria ( some of the criteria have been written here in the comments ). Then I would calculate the intrinsic price of the stock and make a decision based on the fair price. But to answer the question :D. Currently I would focus more on the more stable and dividend stocks like $CVS-0.6%, $BTI+0.8%, $MO-1.1% and lately there are some pretty hammered REITs like $O+0.1%. Of course I would include some tech stocks in there too, like $GOOGL-4.0% and $AMZN-3.7%. For me, those two big tech stocks are still at a pretty nice price.
Agreeing with all the comments, I'm no guru, it's been a year in stock investing now in August, but still, I try to buy companies that I can find out what they do, if they have a competitive advantage in something maybe. And then keep it diversified, both big tech but also dividend stocks. 😊
Above all, I would like to have quality companies there at a fair price that I know something about;)
For the long term I would definitely balance it classically. I would mix both technology, stable companies and dividend stocks. A couple of smaller asymmetric investments at the end.