2Yr·

Hello all,

as a result of the last portfolio feedback, I am looking at halving my BAT position.

This would allow me to add an equally weighted position, become less dependent on the tobacco sector and be almost completely balanced.😁⚖️

I am considering the following dividend stocks:

Abbvie, Bank of Nova Scotia, Home Depot, Shell.

Important: There is already a carry of $HD (+0.24%) and $RDSA to this portfolio. 700€ each.

Alternative is to sell and invest in $TSLA (-9.97%) in the tech portfolio. 😁

What do you guys think? Do you have any other ideas? 💡

GIF shows me thinking about it in my investor club. (No investment advice)

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17 Comments

Carter@Pewterschmidt

2Yr

"Tear out the roses and water the weeds " 😎 ~Carter Pewterschmidt "Let profits run, don't drown in losses!" ~Beate Sander All the stocks you are planning to buy are not exactly low valued ( except Home Depot maybe) So does it really make sense in this market phase to sell good performing companies ( or partially) You need to know :) Peter Lynch also said something along these lines once, but I can't remember the exact quote anymore

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Bass-T@BASS-T

2Yr

@Pewterschmidt Probably not - I had been involved with BAT for a long time and overweighted this company for a reason.

I'll have another look at this. Perhaps the disadvantage of focusing on BAT is less than entering elsewhere at high prices in the short term.

Thanks for your opinion👍

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Carter@Pewterschmidt

2Yr

@BASS-T I'm pleased ^^

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LOWIQ@lowiqinvesting

2Yr

@Pewterschmidt I see it similarly, none of it knocks me off my feet, Tech is cheap at the moment or maybe Allianz or something like that but no Shell...

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Lucrash@KapriolenCapital

2Yr

1.2 million realized profit 👀

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Bass-T@BASS-T

2Yr

@KapriolenSonne 😁😁 You have to manage that first. But that probably comes from the carryover.

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Lucrash@KapriolenCapital

2Yr

@BASS-T Hmm wanted to start an adoption attempt, probably done now 😔

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Sven@svenleowe

2Yr

Do I hear $TSLA? of course there is only one answer 🤓
The second half of the year will be bomb, with AI Day 2, stock split and maybe some macro tailwind. The stock is also holding up extremely well this year thanks to good quarterly numbers. Even outperformed the Nasdaq YTD!

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Bass-T@BASS-T

2Yr

@svenleowe The NASDAQ is currently a horror. Will consider for my tech portfolio. Thank you👍

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Sven@svenleowe

2Yr

@BASS-T will be back... let's see how the quarterly figures will be this week, but I think Big Tech is far from dead!

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Daniel@Kingdani

2Yr

I would add to the small positions in your portfolio if you want to keep them, otherwise I find AbbVie & Shell the most interesting of the stocks mentioned:)

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Deleted User

2Yr

Comment was deleted

Bass-T@BASS-T

2Yr

@Leon99

So you would hold BAT and not reallocate? Basically, you're right - BAT is not so heavily weighted in this portfolio for nothing.

Frankly, I saw 2 ways to be less dependent on a single company. 1) halve BAT and switch to a comparable company or 2) increase the value of other positions such as Starbucks and Unilever through DCA and take a more long-term view.

TLDR: I wanted to reallocate in favor of another recession-proof company. BAT is currently a great stock and I still stand behind this investment. However, if you don't know of a comparable company with a similar dividend structure and moat, I'll go with that for now.

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Deleted User

2Yr

Comment was deleted

Bass-T@BASS-T

2Yr

@Edward Both tend not to be bad.

It also took me a while to decide - but then I switched to Home Depot due to the higher dividend growth and the somewhat low entry dividend at Lowes.

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Deleted User

2Yr

Comment was deleted

Bass-T@BASS-T

2Yr

@Edward They make the whole thing more interesting again. I'll definitely take another look🙂

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