5Mês·

Let's see if the decision continues to pay off so well.

At the time, the proceeds were invested exclusively in $BN (+1,08%) at a price of around 43 euros.

TaxesAreTheft

@TaxesAreTheft

8Mês·

I am still bullish about $MSCI (+1,01%) but in the current situation it is too highly valued for me with an unconvincing risk/reward ratio.

The earnings will be in $BN (+1,08%) and $GOOGL (-1,98%) reinvested.

16.08

MSCI

Vendido em € 507,40

4 Comentários

FrancoJrG@OGREDAISFonds

5Mês

Doesn't the withholding tax on $BAM bother you? That's why I opted for $BN

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TaxesAreTheft@TaxesAreTheft

5Mês

@OGFonds No, BAM is too interesting as a pure play. BAM was probably the best dividend growth stock when I bought it, >4% yield and the >10% increase per year (BAM distributes 90% of DE and the company wants to increase it by >10% per year).

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FrancoJrG@OGREDAISFonds

5Mês

@OGFonds valuation is significantly more expensive than $BN

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TaxesAreTheft@TaxesAreTheft

5Mês

@OGFonds "Expensive" is always relative, now BAM is quite expensive. When I bought BAM it was quite cheap in my opinion. BAM still has a lot of capital that it can put into the market, similar to Berkshire, so it is also a small hedge in the event of a crash.

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