Dividendology发布 2026-08-05
《How Much My Dividend Portfolio Paid Me in July! ($314,000 Portfolio!)》
$NVO未明确方向
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.