4Mes·

Exchange in the medium-term portfolio

In the last 2 days I have made a reallocation. I have sold the well performing $VIG (-1,3%) and sold it and $UQA (-1,21%) into the portfolio. In my opinion, it offers more upside potential and also has a higher dividend yield.

5 Commenti

Luca@CitiBank

4Mes

I would at least wait for a correction :)

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Chris@Multibagger

4Mes

@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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Luca@CitiBank

4Mes

@Multibagger you changed my mind

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D.S.@Propheteus

4Mes

@CitiBank Why wait? For what correction, when should it come at the moment, given the current performance?

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Novius@Novius

4Mes

@CitiBank well, the maximum price trend is still >50% below ATH. I also find them quite interesting

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