Portfolio Goal for this year

I’m trying to transition my portfolios from very diversified to concentrated portfolios. I have three portfolios: Dividend stocks (generating stable cash flow). Value and special situation focused. Some funds (offering diversity or allowing me macro investments in markets/industries I have

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Fresenius SE – Update 30.04.2021

Following my recent post about Fresenius. I went deeper into their financials trying to understand why the share price dropped over the last years. In 2017 they acquired a Spanish hospital group (Grupo Hospitalario Quirónsalud) which increased Fresenius’s debt by

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