@ImmoHai TTWROR of 11% for the portfolio calculated for 2024 so far, 15% are targeted this year. BAT and PM are both up just under 30% and there are still some nice dividends to come. But I think that's it for the multiple expansion soon, the rest should come from EPS growth. For me, PM's fair P/E ratio is 20 and BAT's 15.
