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Martin@CuriousBrewery

3Mon

How did you come across the $CCEP? 😊 I also found it in the depot 👌🏻

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Rendite Rudin@RenditeRudin

3Mon

@CuriousBrewery I don't even remember, but I found it very interesting, unfortunately still a small position. With the emphasis on still.

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Martin@CuriousBrewery

3Mon

@RenditeRudin do you want to increase further?

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Rendite Rudin@RenditeRudin

3Mon

@CuriousBrewery jop! see it as a long-term buy.

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Martin@CuriousBrewery

3Mon

@RenditeRudin very good 🤙🏻 would also like to buy more in the long term 😄👌🏻

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Martin@CuriousBrewery

3Mon

You also have $CCH in Switzerland.

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Rendite Rudin@RenditeRudin

3Mon

@CuriousBrewery What is your goal for the % of the portfolio?

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Rendite Rudin@RenditeRudin

3Mon

@CuriousBrewery yep... but I don't like the performance there... $CCEP has the massively better share price + higher dividends

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Martin@CuriousBrewery

3Mon

@RenditeRudin at least 5%, more likely towards 10% in the long term. I have already supplied plant components for CCEP. Mostly in Germany, France, England and the Netherlands. I am very convinced of the company.

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Rendite Rudin@RenditeRudin

3Mon

@CuriousBrewery What are your top 10 positions?

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Martin@CuriousBrewery

3Mon

@RenditeRudin Currently FTSE All World, McDonald's, Linde, FTSE All Word High Div., Blackrock, Deere, SLI ETF, JNJ, Pepsi, LVMH, MSCI Nordic ETF. However, would like to further expand positions such as Krones and CCEP, as well as the All World ETF. Also insurance stocks such as MunichRe, HannoverRe and Talanx.

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