3Mes·

Reallocation

I sold part of $ABBN today after hearing about the sale of the robotics division. As my ETF holding is not yet at target, the money will be reallocated here.

05.01

Vanguard S&P 500 ETF

Acquistato x15 a 113,04 €

1695,60 €

2 Commenti

TD@Routine123

3Mes

Selling robotics division was right move, as there is much more competition these days than before in robotics segment. In addition to that AI is putting additional pressure on robotics. In a long run, focusing on its core field, power energetics for ABB is much better move. Consolidate around moat and core that is already there.

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Susanne@Isus01

3Mes

@Routine123 I decided to reduce the position as it does not offer exposure to that field any more. Maybe I will add another position in the future for that, but I have not done the research yet.

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