I assume you have a dividend strategy. If you want to continue to pursue this, I would continue to run savings plans on the individual stocks and ETFs. I would agree with you about Volkswagen and Porsche Holding. NovoNordisk is not a bad share in itself - but why do you have the ADR instead of the "normal" share?
Unfortunately, I don't really know my way around Austria from a tax perspective to make a judgment as to which is better (US REITs are definitely not that good for you).

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Michael D.@Angstundbange

There are quite a few people who are just getting in at #lvmh, #novonordisk, #mcdonalds. It makes no sense to buy shares that are at their ATH.

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Mark@le_Wurst

Sell even at a loss. If you do not sell, you must be convinced that it is a good investment and that you would buy again today. If it doesn't fit your strategy, sell it. No matter what today's price is

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