2 thoughts on “Vente de HCP et BBL”

  1. Indeed, BBL has reduced its dividend. I had it in my portfolio for a few months and sold it at a loss some time ago. I will pay more attention in the future to these companies whose profits are linked to the price of raw materials.

    Regarding HCP and more generally REITs, I have not yet seriously invested in this area. It seems that Ventas is a candidate for the development of my portfolio.

    1. I must say that it has also cooled me down a bit on raw materials. On the other hand, it is useful to have some in a portfolio to protect against currency risk. In short, I am reducing my exposure a little and I am not ruling out other sales in the near future.

      For REITs I think it is also good to have some in the portfolio, but not too much. It is good for diversification, to counter currency risk as well, but on the other hand it is also quite risky. In short, many similarities with raw materials paradoxically.

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