What could be better than buying shares on vacation 😀
The portfolio was restructured. $IRM (-1,24 %) Sold with almost 250%.
The profit was reallocated directly to Nestle. I am thus further expanding my base with crisis-proof, boring companies.
The absolute return was also increased somewhat by the reallocation.
$NESN (+4,08 %) is currently perfect as an entry point in my opinion.
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