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6Mon
Moin, I would reduce the positions significantly, just as you have already said.

It seems that you are already happily experimenting with risk, e.g. with Bico, Palantir, Uran etc. Therefore, like your colleague, I would also go for what you call a "boring" core. I'm also a fan of $VWRL 😬

But your colleague has summarized the alternatives well.
2
@VP okay, thank you!