Today, with a heavy heart, I was again forced to reallocate my portfolio.
Sempra Energies $SRE (+1,7 %) has now left my portfolio after a long time and a good dividend payout, after they withdrew from Mexico and the infrastructure sector (LNG terminals) and sold divisions.
Instead, I took advantage of the favorable prices for Nike $NKE (+1,6 %) and used the setback in Mainstreet Capital $MAIN (+3,11 %) to add to the portfolio to make up for the lost dividend yield.
I hope that wasn't a mistake...
