LoginSignup
image de profil
Janet
@Levinson_G
4Sem.·

Today I made a decisive restructuring in my portfolio and disposed of these 3 widely held stocks, among others:

$KO (-1,76 %)

$PEP (-0,84 %)

$ULVR (-0,87 %)


In the near future, I also plan to liquidate my position in British American Tobacco $BATS (-2,08 %) in the near future and will sell $MO (-1,17 %) and $PM (-1,34 %) here.


This decision is based on my current market assessment and the focus of my portfolio on promising investments. Interestingly enough $KDP (-1,03 %) remains in the portfolio, as I continue to see potential here.


What adjustments have you made recently?

22.08
Ulta Beauty logo
Acheté à 348,11 €
14
24 Commentaires
Memo0606@Memo0606
4Sem.
I bought $OR today
•
9
•
Voir toutes les 6 autres réponses
image de profil
Sven@Svengus
3Sem.
$KO has performed fantastically in recent months and has brought stability to my portfolio. For me, selling a good share is not plausible.
•
2
•
image de profil
CashDividendGamer@CashDividendGamer
4Sem.
Dr. Pepper was founded in 1885 and was left far behind by Coca-Cola and PepsiCo a long, long time ago. What is the company currently doing that makes you see potential there? I know, all three companies are not just their sodas. Nevertheless. Where is the positive effect supposed to come from compared to the other two, which in my opinion are better positioned?
•
1
•
Voir toutes les 2 autres réponses
image de profil
Maximal Frugal@Maximal_Frugal
4Sem.
It's amazing and I put €10,000 worth of Pepsi in my portfolio :O It's exciting how differently you think.
•
1
•
Afficher la réponse
image de profil
𝒻𝓇𝓊𝑔𝒶𝓁 𝒻𝓇𝑒𝒾 𝓈𝑒𝒾𝓃 🗽@frugalfreisein
4Sem.
Bold adjustment, I will not give back the holdings of these 3 shares you sold that I have in my portfolio. I haven't bought or sold anything. If there's a bonus, I'll add to $UPS and $HTGC, but that won't happen until the end of September. And at the beginning of September I'm expecting a refund from the dental supplement, which I'm also very likely to give to $HTGC.
•
1
•
image de profil
RealMichaelScott@RealMichaelScott
3Sem.
Can you explain in more detail your idea of divesting from $BATS and investing in $MO instead?
•
1
•
Voir toutes les 2 autres réponses
image de profil
Toooom@Toooom
4Sem.
Why break up British American Tabacco?
••
Afficher la réponse
image de profil
Kai@Dividenden-Sammler
4Sem.
$MO - What motivates you to invest there? I wouldn't even have a good reason for it.
••
Voir toutes les 2 autres réponses
image de profil
Börse_ohne_Verstand@Johann_van_der_Smut
4Sem.
I didn't sell or buy anything today
••
image de profil
Dominic@BregisMoon
3Sem.
$MO is trash in my opinion. They have completely missed the train of new tobacco products. $BATS is much more strongly positioned here (alongside $PM )
••

Participez à la conversation

S'inscrireConnexion