Define a strategy and then follow it. I can't see one at the moment, or your description doesn't suggest one.
Why did you buy Microsoft or why do you want to sell 1/3 now?
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@Moep Strategy is buy n hold, I have weighted Microsoft so heavily because A) I saw good entry opportunities and B) I had planned to invest more money which would have led to a lower weighting which I did not do, so I am thinking about rebalancing a bit.