Since goods always have to be transported, I wanted to know what you generally think about investments in the logistics industry?
HHL is now just an example.😅
The movement of goods is growing, the competitive pressure is strong and new technologies are also on the rise.
While in Europe goods containers are sometimes still moved by manually controlled crane, these transshipment points in Japan or China are largely fully automated.
Do you have any logistics companies in your depot? Are you focusing more on growth or dividends?
I have the Post in my portfolio. Actually, I wanted to concentrate on ETFs and only a handful of unprofitable individual stocks. The value stocks are still flying out, except for the Post. I will probably keep them for a while.
