9Mes·

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 logo
Venduto x144 a 35,38 €
5094,60 €
1,19%
18
6 Commenti

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!
1
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immagine del profilo
As of today, top catch at the sale! Congratulations
1
immagine del profilo
@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.
immagine del profilo
@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.
immagine del profilo
You can never overweight large dividend payers. 😁
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