Janet (@Levinson_G) on getquin

Janet

@Levinson_G

4Wk·

Today I made a decisive restructuring in my portfolio and disposed of these 3 widely held stocks, among others:

$KO (-1.76%)

$PEP (-0.84%)

$ULVR (-0.87%)

In the near future, I also plan to liquidate my position in British American Tobacco $BATS (-2.08%) in the near future and will sell $MO (-1.17%) and $PM (-1.34%) here.

This decision is based on my current market assessment and the focus of my portfolio on promising investments. Interestingly enough $KDP (-1.03%) remains in the portfolio, as I continue to see potential here.

What adjustments have you made recently?

22.08

Ulta Beauty

Bought at €348.11

24 Comments

Memo0606@Memo0606

4Wk

I bought $OR today

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Sven@Svengus

3Wk

$KO has performed fantastically in recent months and has brought stability to my portfolio. For me, selling a good share is not plausible.

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CashDividendGamer@CashDividendGamer

4Wk

Dr. Pepper was founded in 1885 and was left far behind by Coca-Cola and PepsiCo a long, long time ago. What is the company currently doing that makes you see potential there? I know, all three companies are not just their sodas. Nevertheless. Where is the positive effect supposed to come from compared to the other two, which in my opinion are better positioned?

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Maximal Frugal@Maximal_Frugal

4Wk

It's amazing and I put €10,000 worth of Pepsi in my portfolio :O It's exciting how differently you think.

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𝒻𝓇𝓊𝑔𝒶𝓁 𝒻𝓇𝑒𝒾 𝓈𝑒𝒾𝓃 🗽@frugalfreisein

4Wk

Bold adjustment, I will not give back the holdings of these 3 shares you sold that I have in my portfolio. I haven't bought or sold anything. If there's a bonus, I'll add to $UPS and $HTGC, but that won't happen until the end of September. And at the beginning of September I'm expecting a refund from the dental supplement, which I'm also very likely to give to $HTGC.

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RealMichaelScott@RealMichaelScott

3Wk

Can you explain in more detail your idea of divesting from $BATS and investing in $MO instead?

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Toooom@Toooom

4Wk

Why break up British American Tabacco?

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Kai@Dividenden-Sammler

4Wk

$MO - What motivates you to invest there? I wouldn't even have a good reason for it.

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Börse_ohne_Verstand@Johann_van_der_Smut

4Wk

I didn't sell or buy anything today

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Dominic@BregisMoon

3Wk

$MO is trash in my opinion. They have completely missed the train of new tobacco products. $BATS is much more strongly positioned here (alongside $PM )

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