1Lun·

Exchange in the medium-term portfolio

In the last 2 days I have made a reallocation. I have sold the well performing $VIG (-0,57 %) and sold it and $UQA (-1,15 %) into the portfolio. In my opinion, it offers more upside potential and also has a higher dividend yield.

5 Comentarios

Luca@CitiBank

1Lun

I would at least wait for a correction :)

••

Chris@Multibagger

1Lun

@CitiBank Despite the increase, it is now only half as expensive as $VIG. And in terms of P/E ratio only a third of Allianz and Talanx. It should not be forgotten that the value of the 17% stake in Strabag has more than doubled since the beginning of the year and that this alone covers around 50% of market capitalization.

•

Luca@CitiBank

1Lun

@Multibagger you changed my mind

•