5D·

After all

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Okay, the rewind for April is really not a celebration, but at -3% (which was of course more than made up for by the last few days) it was still quite bearable.


At $BATS (+2,63%) I took the dividend, then the position was sold due to an upcoming tax payment, as already mentioned. As I want to cover this mainly from cash flow, I haven't made any purchases in the last few weeks. I might be able to do something later in May, but as the next advance payment is due in June, it will be more likely to be small rolls. From July onwards, I'll hit the ground running again.


The trend in dividends is encouraging, with the plan to achieve dividends of 80-100K by 2030 remaining unchanged. This year it could be just under 20, let's see.


I can't really put my finger on what is happening politically at the moment, the orange man is simply unpredictable. That's why I see the rise of the last few days as "nice" (nice to see 60K plus in one day after a 100K minus day), but I remain skeptical as to whether this is the end of the downturn.


Have a great week everyone and good business!

05.05
British American Tobacco logo
Vendido x1100 em € 38,33
€ 42.157,50
2,33%
21
9 Comentários

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Why BATS in particular, who have to go?

I see a (in my opinion important) debt reduction. Share buybacks are planned for the next few years. The stake in ITC is becoming increasingly valuable due to the growing number of smokers in India.

For me, this is actually a buy-and-hold position for the next 10 years, which I would increase again in the ~€30 price range.
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@KevinE would also "sacrifice" them in the short term as I don't think the vola there will be bad in the near future...
@Charmin: good.... Pay taxes. In advance.
A tax official once gave me a tip because I also had to pay taxes in advance - only for book profits: "oh, you can borrow against them like everyone else...." 😀
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@KevinE Because I'm taking NVDIA to my grave (well, at least holding it for a long time), other stocks were down and BAT was up despite the dividend payout.
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@userc818a6f2df6247c9 As an entrepreneur, you have to make advance payments on a quarterly basis ... I'd prefer it any other way ... 😂
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@Charmin Are the positions that are currently in the red better positioned for the future?

I would probably also hold Nvidia, but I didn't dare to do so when they were still relatively cheap. I bought Broadcom back then. Not a bad choice, but in that case the significantly worse one 😬
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@KevinE Nobody knows that with my investment horizon. BAT was up 2.something percent, plus the dividend - that was an easy decision for me.

I'll certainly pick it up again. But the plan here was to pay taxes with a stock that is green.
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Well, the display in "hourly" is nice, I think that comes from the payment count.... 😀
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Primary school teacher: "Which of you can form a sentence with 'after all'?"

Max answers: "We have a pretty, young neighbor. My father always goes there."

😜🙈🤷

Greetings
🥪
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Congratulations!
I'm on the same path, even if with other vehicles, CC ETFs for example
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