As I had already planned this morning, I have parted with the $QYLE (-1.22%) and bought the $WINC (-0.61%) and bought the I also took the opportunity to get rid of the $JEGP (+0.3%) which performed even worse than the Global x for me. Overall, I came out of both with a red zero.
In addition to the ishares, 50 of the proceeds from the $ASWM (-2.62%) went into the portfolio, of which I now have 100.
In the high yield area, I then added the $TDIV (+0%) as the largest position and the $YYYY (-1.37%) the $JEPQ (-2.07%) and the $SXYD (-0.75%) .
That's how it's going to stay for now; in total, that's around 8-9% of the total portfolio in this area.
As I bought the Winc before the ex-date, but sold the global x afterwards, I can still take the dividends from both this month. As a result, I even have a small gain on the global x overall.

