2Anno·

Liquidation of a partial position and planned reallocation to ASML and Texas Inst. I do not want tobacco to be so heavily weighted as an individual position. But it will remain in the portfolio in a smaller position.

16.09

British American Tobacco

Venduto x144 a 35,38 €

5094,60 €

1,19%

6 Commenti

Wow@Wow

2Anno

Don't you think Texas Inst. is too expensive? The analysts are more likely to hold at € 160 and the P/E ratio is 34. I'm up 85% myself and keep wanting to buy more, but the 3 points keep stopping me!

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Topper H.@TopperHarley

2Anno

Congrats on the good entry price. I have been struggling for a long time and have been buying stocks that benefit from AI development (Broadcom, Qualcomm, Digital Realty, Cisco).... Texas has actually been expensive all along, but I don't think it will get any cheaper in the medium term. If AI becomes established, we will experience a medium-term sector revolution and then the entry prices of today will be "peanuts" in 5-10 years. However, as I am highly diversified, this is not "putting all my eggs in one basket" but only a small part of the portfolio.

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Daniel@Smokehead

1Anno

As of today, top catch at the sale! Congratulations

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Topper H.@TopperHarley

1Anno

@Smokehead You have to be lucky sometimes. I tend to take a long-term view and I don't see Tabak as a top player. I think bat is like a cash cow that will be milked to the end.

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Daniel@Smokehead

1Anno

@TopperHarley They are already moving further and further away from tobacco. I'm curious to see what will happen in the future and I'm sticking with it.

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Dividenden-Penner@Dividenden-Penner

2Anno

You can never overweight large dividend payers. 😁

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