Efeitos no Brasil do cenário financeiro nos EUA
3 weeks ago
Friday, July 29, 2011
Portfolio Reallocation
I'm doing some reallocations on my portfolio before pouring more money in.
Today, for example, I sold PTPA and TKNO, both with slight profits, to buy CSNA and BBDC.
I think it makes no sense now hold those positions when you can buy CSNA yielding 8% and BBDC with a P/E nearly 8.0.
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3 comments:
I completely agree and am doing the same. TKNO4 out / BBDC3 in.
I also bought some ITUB3 instead of just buying BBAS3.
Now I have considerable positions in banks and steel.
Let the party start!
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