1Sem.·

Let it run or pull out the insert?

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I'm actually a big fan of the share $BATS (-0,46 %) . I originally bought the stock to generate regular dividends.


I currently have 300 shares in my portfolio and together with the dividends I have received so far I am up almost 85%.


Would you just 'let it run' and collect around 9-10% p.a. in dividends based on my entry price?


Or would you pull the original investment of just under 9tsd euros out of the position and leave 115 shares in the portfolio, which then reflect the price gain and generate dividends 'out of nothing', as it were, since the original investment was deducted.

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24 Commentaires

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You regularly generate a high dividend, that was your original investment case. It wasn't a foregone conclusion that they would perform like this. Like you, I have 480 shares with a dividend yield of well over 9%. That's why I bought them. It's difficult to achieve this cash flow with the same quality anywhere else. I will do the 😈😈 to think about selling. Let it drop 30%, nobody will take your high dividend yield away from you so quickly. Incidentally, I feel the same way about $IMB and to some extent $MO.
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@Dividendenopi I'm glad to hear that. 🙂 That's why you look so relaxed in your profile picture. 😅
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@Dividendenopi I also hold my $PM and $IMB. I think I'm addicted to tobacco stocks, but I don't smoke myself :P
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I am invested myself, but with significantly less capital.

I'm not pulling out because then there would be nothing left.
I think the share price is already very strong at the moment.
With your amount, I would definitely take out 60% (of the original investment), continue to invest the dividends in bats and look for a new investment with the 60%.

Maybe the share price will go up further, maybe not.
However, it is definitely not a tech stock where you would saw off a tenbagger.
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ABSOLUTELY - STAY INVESTED ! ! ! News are positive, as well as the trend and dividends are safe for now :P Everything else only causes costs such as fees, taxes, possibly opportunity costs. I'll leave mine for the next few years. The profits are higher with nicotine pouches Velo and the Neo-Sticks. The company earns MONEY! :)
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And always use the abbreviation---> $BATS in your texts, otherwise the post will not be displayed in "For you" to those who are invested in it and may be interested in the post. Lg
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@felipeestupendo Thanks for the hint. I had forgotten the abbreviation and just quickly edited it in. 😉
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@tommycash simply dividends out of nowhere. He lives the same lifestyle as we do 💸
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Are you convinced by the company?
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@Julius_Gru how could you not, customers buy drugs that are addictive and need to be bought again and again... it's the best business model ever. 😅
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@TotallyLost As always, perfectly to the point. Very nice. I think this will persuade me to maintain my position in the British drug cartel.
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I completely agree with @felipeestupendo. The figures don't look bad and what share gives you a 9% dividend? Good cash flow that you can put into other companies. Think stick to your original idea of focusing on your cash flow. It doesn't get any better than this share at the moment
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Let it run! Reinvest dividends in other securities
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If yes, let it run
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@Julius_Gru yes, I'm actually convinced by the company 🙂
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@NichtRelevant the word "actually" tells me something else 😆
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@Julius_Gru I AM convinced. The only thing I find sexy is the idea of pulling out the original capital and only allowing the profit to continue to accrue, as it would represent a kind of emotional 'share position for zero'.
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@NichtRelevant If you are convinced of a company, leave it in your portfolio and forget about it. I have also sold something from time to time and it was 80% ready. Well over 50%. So I always missed out on profits. Just leave the stocks, they will grow all by themselves and concentrate on new stocks and markets and buy in there. A portfolio of between 50-100 stocks is normal for long-term investors. You always think you are afraid of your own stocks and decisions. You need to calm down and think long-term. Quick wealth only comes by chance. Healthy wealth over time... stay invest sir
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What is your dividend yield on the purchase price?
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@Luqe_Duqe 9.35% (before taxes)
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@NichtRelevant This alone will help you beat the market in the long term without any further price performance.
And no one will take your personal DR away from you.
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@NichtRelevant then just let it run 😎
Does it make sense to have BATS MO and IMB in the portfolio?
Or are you then too vulnerable to sectors
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Well, I think so, if you assume a positive development of the overall market for tobacco products and don't want to focus on a single company.

If $MO $IMB $BATS is of course the only three stocks in your portfolio and no other sectors, you would of course have a certain cluster risk if, for example, governments were to introduce new laws to curb smoking.
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