3Mês·

Bye Wolters Kluwer

$WKL (-3,32%) I have now sold. That was quite a dip. And of course the share is now rising🙈

But what the heck, I'm not going to starve because of it. The money has gone into ETF positions.


The actual loss is more like 70%, as I sold and bought again in the meantime for tax reasons.

I don't know exactly, get Quinn shows me something around -12000% but it wasn't that much of a loss after all😆

13.05
Wolters Kluwer logo
Vendido x80 em € 57,38
€ 4.590,40
9,89%
4
8 Comentários

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Selling to move into ETFs for peace of mind is never a bad decision! Plus, tax-loss harvesting is a smart move.

Funny enough regarding the bounce: my system actually just flagged $WKL in the 🟢 OPTIMAL quadrant. The market has been treating it like AI is going to destroy its business model, driving the P/E all the way down to 10.9x. But their B2B subscriptions are incredibly sticky, and the dividend (4% yield) is well-covered by a ~33% Free Cash Flow payout ratio. Lets see where it goes.

Good luck!
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@investron amén! 4% of my portfolio in WKL and now im at -2,85%. I don’t buy more to keep the “balance” of the portfolio. Very hapoy with you page and tool Kini!

Interesting fact, Zoetis is now in your green, óptimal, zone.
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@Lanre thank you very much!!! ☺️
I'll check Zoetis!
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I continue to hold and buy more. 20% down is nothing. Totally exaggerated for the quality you get. I can imagine that at the end of the year it will be +100 eus again
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How long did you keep them?
@Caynify bought sometime last year
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3Mês
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@fund_navigator_elshq great advice, I've regretted selling everything more often than keeping part of the company. Anyway i think that the AI fears on this company are exagerated
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