Dividendology 对 $NVO 的判断变化
2026-08-05
《How Much My Dividend Portfolio Paid Me in July! ($314,000 Portfolio!)》
NVO下跌24%；投资论点未实现。
诺和诺德，这是投资组合中一个非常小的持仓，下跌了24%。这个论点肯定还没有实现。
Novo Nordisk, which is a very small position in the portfolio, is down by 24%. The thesis has certainly not played out yet.
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