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Chris
@Multibagger
2Mes·

Exchange in the medium-term portfolio

In the last 2 days I have made a reallocation. I have sold the well performing $VIG (-1,99%) and sold it and $UQA (+0,16%) into the portfolio. In my opinion, it offers more upside potential and also has a higher dividend yield.

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5 Commenti
immagine del profilo
Luca@CitiBank
2Mes
I would at least wait for a correction :)
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immagine del profilo
Chris@Multibagger
2Mes
@CitiBank Despite the increase, it is now only half as expensive as $VIG. And in terms of P/E ratio only a third of Allianz and Talanx. It should not be forgotten that the value of the 17% stake in Strabag has more than doubled since the beginning of the year and that this alone covers around 50% of market capitalization.
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immagine del profilo
Luca@CitiBank
2Mes
@Multibagger you changed my mind
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immagine del profilo
D.S.@Cato_Bamboo
2Mes
@CitiBank Why wait? For what correction, when should it come at the moment, given the current performance?
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immagine del profilo
Novius@Novius
2Mes
@CitiBank well, the maximum price trend is still >50% below ATH. I also find them quite interesting
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