Dear Group,
the weakest stocks in my portfolio at the moment are $PEP (+0,06%) and $JNJ (-0,02%) - They were originally added to the portfolio as a safety anchor. In the long term, both shares will certainly come out of the cellar again at some point. Nevertheless, I have looked around for alternatives. The two classics $MCD (-0,37%) and $KO (+0,48%) have aroused my interest. From a 10-year return perspective, both stocks beat my personal choices. What do you think? Could the two outperform my portfolio corpses at best, despite some less good div returns, and if so, where do you see a fair price corridor? At $MCD (-0,37%) I recently read something about 225 to 250 euros - it is currently just at the upper end of this range. And what about losses on the sale of shares vs. ETFs? As I'm normally with B&H, I actually don't know (shame on me). Could I offset the losses against future withholding tax? Then the decision would be much easier for me. Thank you as always and good returns.
Yours _EvD_ 🙂
