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2Anno
@Leon99
So you would hold BAT and not reallocate? Basically, you're right - BAT is not so heavily weighted in this portfolio for nothing.
Frankly, I saw 2 ways to be less dependent on a single company. 1) halve BAT and switch to a comparable company or 2) increase the value of other positions such as Starbucks and Unilever through DCA and take a more long-term view.
TLDR: I wanted to reallocate in favor of another recession-proof company. BAT is currently a great stock and I still stand behind this investment. However, if you don't know of a comparable company with a similar dividend structure and moat, I'll go with that for now.
So you would hold BAT and not reallocate? Basically, you're right - BAT is not so heavily weighted in this portfolio for nothing.
Frankly, I saw 2 ways to be less dependent on a single company. 1) halve BAT and switch to a comparable company or 2) increase the value of other positions such as Starbucks and Unilever through DCA and take a more long-term view.
TLDR: I wanted to reallocate in favor of another recession-proof company. BAT is currently a great stock and I still stand behind this investment. However, if you don't know of a comparable company with a similar dividend structure and moat, I'll go with that for now.
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