1Mon·

Exchange in the medium-term portfolio

In the last 2 days I have made a reallocation. I have sold the well performing $VIG (-0.11%) and sold it and $UQA (-0.51%) into the portfolio. In my opinion, it offers more upside potential and also has a higher dividend yield.

5 Comments

Luca@CitiBank

1Mon

I would at least wait for a correction :)

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Chris@Multibagger

1Mon

@CitiBank Despite the increase, it is now only half as expensive as $VIG. And in terms of P/E ratio only a third of Allianz and Talanx. It should not be forgotten that the value of the 17% stake in Strabag has more than doubled since the beginning of the year and that this alone covers around 50% of market capitalization.

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Luca@CitiBank

1Mon

@Multibagger you changed my mind

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