• 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:

    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.»