4Mo·

Sale

I bought in December and sold my entire position today. It has done very well in the meantime, but I think we have pretty much reached the end of the line for now. I still took the dividend.

In general, I don't want to have any more shares in my portfolio where I have increased withholding tax expenses.

28.05

VIG

a vendu x150 à 44,10 €

6 615,00 €

48,74 %

5 Commentaires

Chris@Multibagger

4Mo

I bought the replacement yesterday with $UQA. But $VIG not yet sold.

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Solitair@Solitair

4Mo

@Multibagger Never heard of the share. They have done even better. 57% YTD! What makes you think it's going to keep going up? I was particularly annoyed by the withholding tax. Otherwise I would probably have kept it. But I don't have a replacement yet.

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Chris@Multibagger

4Mo

@Solitair I can gladly tell you that. They are valued more favourably and the 17% Ige stake in the construction group $STR alone accounts for around 50% of market capitalization, having risen by over 100% since the beginning of the year. This means you get the core business for a P/E ratio of 0.2. $VIG is twice as high. Allianz and Talanx at 0.6 and 0.7 respectively.

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Solitair@Solitair

4Mo

@Multibagger That really doesn't sound bad.

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Chris@Multibagger

4Mo

@Solitair The only problem you won't solve is the dividend. At the current level of 5%, this is even higher than with $VIG

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