Assessment/ Experience

Currently my share of$ASML (+1.14%) 7.5% of my portfolio and am 60% up

I am currently considering selling 25% of it and buying the first tranche $MA (+0.23%) buy the first tranche

my $V (+0.56%) position is already full.

However, my financial share is also 20% of the total portfolio, which I feel very comfortable with.

my strategic way of investing is rather conventional without much risk on companies with moats

Thanks for your opinion.