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Buying is easier than making the right sales. few people think about this side and most mistakes happen when selling. you have thought about it, the whole thing with numbers against checked and I personally find 2 of your 3 sales in fact good. To OXY I can unfortunately not say much, the margins look good, the industry has run really well, but in principle you should not bet against Buffett, so if you had a good entry, I would still hold it. I would now be interested in the purchases burning. Especially in this market environment, you miss a lot, because you are partly ankle-deep in some companies. 😅
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@Gerit From 2012 to 2022, the average CAGR of OXY was only 0.41% and had a max. drawdown of -87.34% with dividends already reinvested. Of course, there are also things that speak for OXY, such as the fact that the income from 2020 to 2021 has increased by 46%, but I still think that other companies are currently more promising.
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