Pedro Acuna Taboada @NoImportan3: "Hello everyone! Just a small update. So..."

Chile

Hello everyone! Just a small update. So the market has fully recovered since my last update, it was a super short lived but I myself welcomed it. As you know I like it when the markets go down, as it gives us a chance to grab stocks at a discount. Since the downturn lasted just about two months and wasn't as pronounced I would have liked I didn't have the chance dive deep looking for bargains. But still I managed to take advantage of it in some way. During this period we saw our $BATS.L (British American Tobacco) position hold it's ground really well since it's a (not soo deep anymore) value play that's recession resistant and (still) pays a great dividend. At the same time we saw $GOOGL (Alphabet Inc Class A) drop significantly (after already being down for a few months already), so seeing the stock trading at around $150 with a TTM P/E of close to 16 I decided to sell a portion of our $BATS.L position and move it into $GOOGL, pushing it now to our second largest holding. I also decided to sell out of our $SMLR (Semler Scientific Inc) position at a loss and move that into $GOOGL, this wasn't such a great move seeing $SMLR is up 30% since then, but well, you can't win them all. Just a few days latter we are already sitting on a 11% return on $GOOGL, and also up 11% for the entire portfolio this month so far. That's all for now. Hope you all have a great day!

3 Mentioned

BATS.L

British American Tobacco

GOOGL

Alphabet Inc Class A

SMLR

Semler Scientific Inc

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