I am once again faced with a decision on which I would be pleased to hear a few opinions from the community. It's about my most successful position $BMPS (-1,43 %) where I currently have a 315% profit and a div. yield-on-cost of just under 45%. An investment that has really worked out spectacularly so far. Now, of course, the position has become very large and the high dividend is also contrary to my actual strategy of focusing on share price growth. I have therefore considered reducing the position a little and taking around €700 out of €4200. On the other hand, I still think the company is a really good investment and think to myself that I can actually let it run purely to build up assets and you don't want to punish the portfolio stars and buy something that isn't going so well... how do you proceed when you get / would get into such a situation?
Monte dei Paschi
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Discussion sur BMPS
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4I slightly increase my position in $BMPS for the last good quarterly published. #myportfolio
#stocks
The basic strategy is the same. After a long study, I select companies that I believe can give me value in the long term. I prefer management to know how to manage capital and make rational decisions. I look at future projections just to see if I can buy stocks at a lower price. #personalstrategy
#portfolio
$BABA (+1,7 %)
$PYPL (-0,11 %)
$RIVN (-1,58 %)
$DOCS (+0,72 %)
$BMPS (-1,43 %)
$SPZ

I was in it for almost 3 years. The share price was close to 0, but the dividends meant that I made at least a reasonable profit on the bottom line. Not a bad company in itself, but I would like to reduce Italy in my portfolio. In addition $4704 (-0,81 %) and $BMPS (-1,43 %) have become high-dividend stocks this year thanks to strong dividend increases and I don't want too many of them in my portfolio. As a result, Enel has now become a candidate for elimination. Nevertheless, I can get out with a clear conscience and no regrets. I'll keep my fingers crossed for all those who are still invested :) The money will probably soon be $SHEL (-0,72 %) but I haven't made a final decision yet.