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As the automotive sector is of little interest to me (with the exception of $RACE), I would sell and regroup
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@Sansebastian All right, thanks for your assessment!
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I am still holding Porsche. The share is really taking a deep breath, but will recover. Take 5% dividend yield & let it run.
Porsche is financially robust, but, as I said, it will struggle. Weak sales in China and possible US tariffs will continue to weigh on the stock. 27 would be an extremely critical support level.
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@bbh_saver_ Don't sell Mercedes under any circumstances, the divi is top and 2 months ago you only concluded a future security agreement with the company council until 2035.
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