1Mon·

Reallocation in the securities account

attachment

Today, with a heavy heart, I was again forced to reallocate my portfolio.


Sempra Energies $SRE (+1.66%) has now left my portfolio after a long time and a good dividend payout, after they withdrew from Mexico and the infrastructure sector (LNG terminals) and sold divisions.


Instead, I took advantage of the favorable prices for Nike $NKE (+2.44%) and used the setback in Mainstreet Capital $MAIN (+1.67%) to add to the portfolio to make up for the lost dividend yield.


I hope that wasn't a mistake...

4
1 Comment

profile image
I also invested the first tranche in Main Street Capital at Rücksetzter👍🏻
Join the conversation