Pedro Acuna Taboada
Hello everyone! This last few weeks I've been doing some adjustments to our portfolio. Last month I closed what remained for our $BATS.L (British American Tobacco) position for a return of around 75% + dividends. $BATS.L was once the largest position in our portfolio, but, after the recent rally that lasted about 1.5 years, the price was not as attractive as it once was. I used the proceeds of the latest sale to open 3 new positions, two smaller ones: $AMZN (Amazon.com Inc) and $BRK.B (Berkshire Hathaway Inc) and a larger one: $NVO (Novo-Nordisk A/S SPONS ADR) that's now our third largest position. I'll be writing a little more in depth about out $NVO position in the future. Hope you all have a great week!
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