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Martin@CuriousBrewery
3Mes
How did you come across the $CCEP? 😊 I also found it in the depot 👌🏻
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immagine del profilo
Rendite Rudin@RenditeRudin
3Mes
@CuriousBrewery I don't even remember, but I found it very interesting, unfortunately still a small position. With the emphasis on still.
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immagine del profilo
Martin@CuriousBrewery
3Mes
@RenditeRudin do you want to increase further?
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immagine del profilo
Rendite Rudin@RenditeRudin
3Mes
@CuriousBrewery jop! see it as a long-term buy.
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immagine del profilo
Martin@CuriousBrewery
3Mes
@RenditeRudin very good 🤙🏻 would also like to buy more in the long term 😄👌🏻
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immagine del profilo
Martin@CuriousBrewery
3Mes
You also have $CCH in Switzerland.
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immagine del profilo
Rendite Rudin@RenditeRudin
3Mes
@CuriousBrewery What is your goal for the % of the portfolio?
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immagine del profilo
Rendite Rudin@RenditeRudin
3Mes
@CuriousBrewery yep... but I don't like the performance there... $CCEP has the massively better share price + higher dividends
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immagine del profilo
Martin@CuriousBrewery
3Mes
@RenditeRudin at least 5%, more likely towards 10% in the long term. I have already supplied plant components for CCEP. Mostly in Germany, France, England and the Netherlands. I am very convinced of the company.
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immagine del profilo
Rendite Rudin@RenditeRudin
3Mes
@CuriousBrewery What are your top 10 positions?
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immagine del profilo
Martin@CuriousBrewery
3Mes
@RenditeRudin Currently FTSE All World, McDonald's, Linde, FTSE All Word High Div., Blackrock, Deere, SLI ETF, JNJ, Pepsi, LVMH, MSCI Nordic ETF. However, would like to further expand positions such as Krones and CCEP, as well as the All World ETF. Also insurance stocks such as MunichRe, HannoverRe and Talanx.
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