$SZG (-1.37%) has been doing absolutely fantastic in my portfolio for a year now. Today the quarterly figures came out, which were rather subdued and continued to point to the difficult economic situation. I took this as an opportunity to take out part of the stake, around 3/4, and let the rest, including the previous profits, continue to run. Of course, I may fall into the trap of selling the positions that are performing well and churning it into the loss-makers, but in this case I don't trust the rapid rise in share prices one hundred percent. Yes, defense, infrastructure and hopefully soon the reconstruction of Ukraine should remain price drivers, but I don't know whether this justifies an annual performance of 180%.
