Frank · 2023-07-12T07:17:24.956989Z

Gestern habe ich TransAlta $RNW liquidiert, ich habe vor folgende Positionen mit dem frei gewordenen Cash zu etwa gleichen Teilen auszubauen: British American Tobacco $BATS Medical Properties Trust $MPW Ares Capital $ARCC Reatly Income $O Nicht gerade kreativ die Auswahl, aber allesamt von der Bewertung her "preiswert".

@Boersenphantom

1Yr·

Yesterday I liquidated TransAlta $RNW I plan to expand the following positions with the freed up cash in roughly equal parts:

British American Tobacco $BATS (+0.4%)

Medical Properties Trust $MPW (+0.24%)

Ares Capital $ARCC (+0.36%)

Reatly Income $O (-2.13%)

Not exactly creative choices, but all "good value" in terms of valuation.

3 Comments

Ella Marie Waschbär@DividendenWaschbaer

1Yr

If you continue to believe in $MPW, then now is probably a more or less unique opportunity, at least for some time. I prefer to wait a little longer. The thing with Steward is still a bit hot for me. But I'm also already flirting a bit 😅

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Julian F.@JFD

1Yr

Why are you selling TransAlta?

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Frank@Boersenphantom

1Yr

@JFD TransAlta Ren. is taken over. Unfortunately, I got out too early. Surely I could have taken 2-3:dividends. Have misjudged that. TransAlta Corp. also pays a much lower dividend. Therefore I am out.

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