3D·

Target position achieved.

SGP · 2026-05-14T14:29:07.306776Z

$CAKE Sugar out $NOVO B Insulin in

$CAKE (+2.45%) Sugar out $NOVO B (-1.83%) Insulin in

14.05

Novo Nordisk

Bought at €40.36

6 Comments

Chris@1Chrischi1

Why now?

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SGP@Koenigmidas

@1Chrischi1 I was no longer convinced by Cheesecake and was planning to sell anyway. However, I still took the dividend record date with me.
I had a savings plan with Novo Nordisk, which means that I have now reached my target size. I can now switch the savings plan to another stock. At the moment, Novo Nordisk also fits well into the magic formula with its P/E ratio and return on equity. I plan to hold the position for at least a year and then re-evaluate it.

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Chris@1Chrischi1

I see :)
thought there was some news

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SGP@Koenigmidas

@1Chrischi1 I am not the news buyer. At the moment I want to bring old positions back into the portfolio regardless of how the market moves.

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Tom@Tomtom12

Sold yesterday...

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SGP@Koenigmidas

@Tomtom12 we could have just swapped 😅

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