1Mes
Hmm 🤔 -25% share price in the last 12 months and only 1.9% dividend yield? Haven't found the moat or anything else interesting. Ok, maybe to further diversify the negeative assets in the portfolio?
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1Mes
@Cato_Bamboo Kikkoman is not only the number one soy sauce brand in Germany, but is also the best-selling brand in Japan, where the majority of sales are generated. And this is despite the fact that, like Procter Gamble, the products tend to be in the mid-price segment. This is the moat. And a medium-term correction last year is one of the reasons why I find the timing interesting. Which other assets do you see as negative in the portfolio? The altcoins with a weighting of around 1.5%?
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