Bill Combs
Investors, which sector is currently the most represented in your portfolio?
For me, it's currently the technology sector + REITs.
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I don't own a Tesla and I don't plan to yet, they seem kind of up and down to me. Not so much in stock, but in their own corporate policy.
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$VOW3.DE 11.8% ptf and BYD 4.1% ptf. I've been leaning on them quite a bit.
Does anyone have $P911.DEin their portfolio ?
I really like the company's fundamentals, vision and of course I like their cars. The business is also fine for me, so I've built a small position and I've been buying around those 80$ and I'll probably buy a little bit more since the price is for me. still acceptable.
Altria is increasing its share buybackprogram from the original $1 billion to $2.4 billion. This news flash made me quite happy, as I find buybacks to be much better than dividend payments. The dividend here is very nice and $MO stock has been around that $40 mark for the past year. I was buying their stock quite a bit last year, but the sector has faced a few problems...
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I'm eyeing it, but waiting for a moment when it's a downright no-brainer. I can't price the company reliably and confidently.
I read in the flash news today that after 10 days ,the second part of Dune has earned WBD a total of $157 million in North American theaters and a total of $367.5 million in worldwide theaters, which is very solid. I don't own $WBDstock , but I have noted that this company could start doing well again.
Do you have shares of $WBD in your portfolio and if so, why did you make...
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I have bought 920 and I am not going to buy more yet (I don't want to overweight ČEZ). But everything has its price.
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Strictly DCA, sure. I think your strategy of adjusting the amounts is a reasonable one.
I have the most fintech at the moment. (SoFi and PayPal - together less than 23%)