FHN
First Horizon Corporation
stock NYSE

I wouldn't add more. Orlen gained on the Strait of Hormuz closure and it'll be likely trending down to pre-war levels over the next few months. KGHM raised a lot on what appears to be increased copper price and if it'll continue being in demand it can trade higher for a few more years but most of the gains are in. The rest is a lot of boring consumer banks that don't have moat, don't expect much from that. And I don't think PLN will get stronger, it'll stay around that level. We don't have a squeeze on energy companies since AI datacenters aren't building here in significant numbers, probably due to high electricity cost.
Would you invest in 10 small bank stocks like CBSH, WTFC, AX, FHN, ExxonMobil and Freeport-McMoRan? That's basically what most of EPOL is. It's a decent diversification strategy, but it's devoid of the tech-heavy top that US has and I think that growth in US will be much better in the next 1-5 years due to that. Personally I'm 100% in currency hedged SP500.

I wouldn't add more. Orlen gained on the Strait of Hormuz closure and it'll be likely trending down to pre-war levels over the next few months. KGHM raised a lot on what appears to be increased copper price and if it'll continue being in demand it can trade higher for a few more years but most of the gains are in. The rest is a lot of boring consumer banks that don't have moat, don't expect much from that. And I don't think PLN will get stronger, it'll stay around that level. We don't have a squeeze on energy companies since AI datacenters aren't building here in significant numbers, probably due to high electricity cost.
Would you invest in 10 small bank stocks like CBSH, WTFC, AX, FHN, ExxonMobil and Freeport-McMoRan? That's basically what most of EPOL is. It's a decent diversification strategy, but it's devoid of the tech-heavy top that US has and I think that growth in US will be much better in the next 1-5 years due to that. Personally I'm 100% in currency hedged SP500.