3Sem.·

Sales and new purchases Update

I have disposed of some shares in my portfolio and some new ones have made it into the portfolio

Sold:

$ASML (-1,17 %) (+77.44 %) went well for me, I will possibly get back in if there is a strong setback

$PUM (+2,16 %) (+5.76) I don't see much potential at the moment

$NOVO B (+1,22 %) (2.53 %) I am waiting for a setback and will get back in lower

new additions to the portfolio today:

$ONDS (+3,16 %)

$NOW (+3,59 %)

$GIS (-0,37 %)

added to the portfolio last week:

$ASPI (+0,92 %)

$9880 (+8,32 %)

2 Commentaires

Andi@Andiiiii

2Sem.

@Artiskon
Investing anti-cyclically when it hurts: While everyone is eyeing tech, I'm collecting the "boring" $GIS. Why? Over 5% dividend yield, 37 years of continuity without a reduction and a whopping 38% discount to the 5-week high. Anyone looking for security and cash flow can hardly avoid this valuation level. Growth? Secondary. The dividend is what counts.

There are no stupid questions as long as you remain polite.

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Artiskon@Artiskon

2Sem.

I'm just asking stupidly:
why the entry into $GIS now ? it's been going down for over 3 years. Do you see a turnaround and what are you referring to here ?

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