Following the "Buffett wisdom" of investing only in exceptional companies, I decided yesterday to add Hermes to the portfolio and temporarily remove it from the portfolio. $MC (-2,33%) temporarily remove it from the portfolio - let's see if it works out as planned
clearly $MC (-2,33%) can be seen more as a "luxury holding" if you look at brands such as Dior, Louis Vouitton or Moet but exceptional is $MC (-2,33%) therefore not
but should the luxury sector regain momentum, the share is $RMS (-3,58%) in any case - and if not, the share still shows relative strength 😇
