Memo0606 (@Memo0606) en getquin

Memo0606

@Memo0606

2Lun·

Hello,

I would like to minimize my consumer staples allocation.

What would you remove or reallocate?

$NESNE (adr :()

Thank you!

6 Comentarios

Roberto Zertifikato@Dividendenopi

2Lun

$ULVR, has certainly brought you a few profits and $ADM would be the first two and as a shaky candidate $MMM

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Wachstums_Aktionär@schokosahne

2Lun

Unilever, pepsico, archer Daniel's midlands I would sort out directly.

In the case of Unilever and pepsico, it is the issue of debt, which is simply too high for me.
With archer Daniel's midlands it's the performance.

For me, the consumer staples sector is unexciting anyway, only exciting for cash flow shareholders.
For me as a private investor and quality growth investor, I want to achieve the maximum return and dividends tend to be negative overall.

I haven't really familiarized myself with the other companies.
I like the balance sheet of Monster very much and it has also performed well, but the returns for the sector are clearly inferior compared to other companies.

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