Malaga, February 22nd 2023 - 36 Square Capital has decided to do a partial reshuffle of its portfolio. After the good results of Danone but better passive income opportunities existing on the market, we have decided to liquidate the Danone position with a cumulated gain and to reinvest into 3M & Telefonica (due to our estimated undervaluation) and VFC (cost-averaging method on current position).
Other movements may affect the portfolio in upcoming days.
