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  • Luis G. ha respondido al debate Ted SeeksQuality en el foro Estrategia hace 7 meses, 3 semanas

    Y acaba de vender ROCHE y con el dinero aumentar la posición en Novartis. La razón, esta:

    https://www.roche.com/investors/faq_investors/major_shareholders.htm

    NVS tiene 33% de las acciones de Roche.

    «Sold RHHBY, bought NVS with most of the proceeds. I dislike closely controlled companies, and definitely prefer to avoid layered risk. This keeps things simpler, owning the more diversified company directly while keeping a stake in Roche.

    This was my first sale of the year in our taxable account.»