Swap: Linde $LIN (-1.66%)
for Ferrari $RACE (-1.5%)
I have thrown Linde completely out of the depot. (had it for about 2.5 years)
The entire sum went directly 1:1 into Ferrari.
Profit taking: Intel $INTC (-3.9%)
& NVIDIA
$NVDA (-0.78%)
Intel is currently up around 300% in my portfolio. I have used this to clean up a bit:
- I pulled out the original stake completely.
- I am now simply letting the pure profits continue. (maybe with a stop loss, let's see)
- The capital released from the stake is now invested in NVIDIA.
