immagine del profilo
would definitely not invest in $MO and put a big question mark over $SHEL. I had also considered $SHEL but ultimately decided in favor of $TTE and $CVX as a US stock.
Instead of $MO (as @Transporter already wrote) in $PM and/or $BATS - both are also in my portfolio.
But of course that's just my opinion, if you see it differently and you like your stocks more based on your valuation, it's of course your decision what to invest in.
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@Dividenden-Sammler Why against Shell?
immagine del profilo
@User03 For me, renewable energy was an important factor in my decision to work in the energy sector. Every company in the sector is more or less committed to doing something about it. At Shell, I had the impression that "yes, we are doing something...", but at TotalEnergies, the topic seemed more important to me in the company and was associated with more commitment, which you could at least read in the annual report and in the presentations. In addition, I already had a few UK companies in my portfolio and Total was another small plus point for further diversification. I'm not saying that Shell is bad, but when it comes to renewable energy, I personally see TotalEnergies as being more enthusiastic about doing something about it and going further.
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@Dividenden-Sammler ah okay I see, that was the reason for me to invest in Shell, but I didn't look at it in such detail, thank you for your opinion ✌🏻