Month: February 2022

Portfolio Goal for this year

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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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Sold TAG Immobilien – Increased Asseco Poland

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TAG Immobilien has been a long-term holding in my portfolio and the dividend received over the years returned more than the initial investment. It’s not easy to say goodbye to a multibagger but I started reducing my position last year

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