A sector that has lost so much ground in recent years, I think it's time to put something in the portfolio, I was undecided between $MRK (-1,09%) e $PFE (-1,24%) but seeing the data the former has had a steady growth in earnings, revenues and R&D investment, as well as a lower payout ratio than Pfizer and a higher dividend increase over time, more than sustainable by the way, another interesting factor is the exchange rate, a purchase gone through at the exchange rate of 1.1737, much better than the previous purchase of $MAIN (-2,16%) which took place for 1.1699 eur/usd.
I would have loved to have added$O (-1,31%) to ride the wave of the rate cut but the broker Directa only reserves it for "professional" clients, a scam....
As things stand right now I would say that for the next month I am going to add an ETF between $ISPA (-0,69%) e $VHYL (-1,06%) , I intend to have both in the future but following a contrarian strategy, that is, buying the one that has lost the most in the past month (or gained the least).
