After a few months, I closed my position in $HEN (+2.2%) closed. Not because the quality had diminished - on the contrary: strong brands, solid structures, reliable dividends. But I want my capital to work where I currently see more potential and momentum. A new idea convinces me more, offers clearer growth prospects and a more attractive return opportunity. Investing means setting priorities - and sometimes consciously reallocating in order to consistently exploit opportunities.
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