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

Venduto x144 a 35,38 €

5094,60 €

1,19%

6 Commenti

Waldemar@Wowa83

9Mes

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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Mostra la risposta

Daniel@Smokehead

9Mes

As of today, top catch at the sale! Congratulations

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Topper H.@TopperHarley

9Mes

@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

9Mes

@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

9Mes

You can never overweight large dividend payers. 😁

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