1D·

Reduce stock position

Hello, community,

I could really use some help from the smart folks in the community.

I’d like to downsize my portfolio, but unfortunately, I’m really having a hard time choosing—and I’m wondering if I should sell a few shares of some tech stocks and use the cash to further increase my holdings in the ones I already own.

After much thought, these 6 candidates are on my shortlist:

$3350 (+4.21%) Metaplanet (it was pure FOMO), but also the smallest speculative position

What do you think of my selection, or which stocks would you have chosen instead?

I’d love to hear lots of opinions.

Best regards

21 Comments

These are mostly stocks that have just hit bottom ($NU) or are in the process of doing so ($MSFT, $GRAB, $SNPS). So I’d hold onto them if you’ve been holding them so far. $3350 will rise as soon as $BTC rises, which shouldn’t take too much longer. If I had to choose, I’d most likely dump $UNH. I’d rather take a few chips off the table with $ASML and $CRWD —after their respective strong runs, I expect a correction, especially in semiconductors. Of course, this only applies if by “downsizing your portfolio” you didn’t mean reducing the number of positions.

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jkb92@jkb92

@jkb92 Oh, I just saw the headline—so it is about reducing the number of positions after all.

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Epi@Epi

@jkb92 Sell the winners, hold the losers—or what? 😬

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Invest2impress@Invest2impress

@jkb92 So my main goal is to reduce the number of stocks in my portfolio, and the stocks mentioned are the ones I'm considering for that. I'll then strategically increase my holdings in those positions.

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jkb92@jkb92

@Epi Well, my point was that if you've held onto the losers this long, I wouldn't sell them at rock bottom just as they're turning into winners again. Semiconductors will become losers again, too :). You can see from your latest Wikifolio that momentum in a sector eventually comes to an end :)

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Epi@Epi

@jkb92 Momentum can last longer than you think. I wouldn't bet against it.

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jkb92@jkb92

@Epi I'm not betting against it (in the sense of going short); I'm betting on rotation. Recent performance proves me right. I also held semiconductor stocks until recently, but everything has its time :)

I don’t expect to see any significant new ATHs in semiconductors for the time being. We can meet back here in a few weeks and see who was right :)

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Epi@Epi

@jkb92 How do you determine whether the performance from your rotation is systematic or random?

Serious question—I'm looking for an idea for a mean reversion strategy.

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jkb92@jkb92

@Epi where I look at the sectors for my individual stocks.

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jkb92@jkb92

@jkb92 And my main point was that $GRAB and $NU, for example, are currently in the process of bottoming out or have already done so. If you’ve held stocks since the high—or around that level—and they’ve hit bottom, that’s the absolute worst time to sell. That’s why, as far as CRV is concerned, I currently find these stocks more attractive than semiconductors. That was my main point.

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Epi@Epi

@jkb92 By looking at the sectors, you can gauge the relative performance of your individual stocks—but that’s all for now.

I don’t really see a bottom forming for these two stocks. A few days of gains don’t constitute a bottom.

And finally: a random purchase price plays no role in evaluating a stock.

🫤

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View all 2 further answers

Yoshika 🦋.@Yoshika

What was your reasoning behind the five names, aside from Metaplanet?

For each position, I’d first ask myself if I’d buy that much again today. If not… sell.
But actively cutting winners just because they’re tech stocks only makes the portfolio smaller—it doesn’t automatically make it better.

Cut out the few clear-cut cases and let the rest run with tight stops. That way, anything showing weakness will also get weeded out.

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Invest2impress@Invest2impress

@Yoshika So, my underlying goal is to generally downsize my portfolio. For example, I'm still convinced about Synopsys, but I already have a lot of semiconductor stocks in my portfolio, which is why that stock is on my sell list. I want to be more focused.

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Yoshika 🦋.@Yoshika

14H

@Invest2impress
So if redundancy is your criterion, $UNH would be my last choice to sell.
It’s not a true duplicate, and it currently has the strongest trend among the candidates for sale. Especially in a portfolio with many high-trend tech stocks, I wouldn’t be the first to remove the strongest candidate from outside that group.

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Yoshika 🦋.@Yoshika

13H

@Yoshika
Otherwise, your list makes sense to me.

What I’d also look at is the
0.x% tail. Three from Meta, two from Costco, plus Intuit, Stryker, Cellebrite, and Itochu. One of them could double, and it wouldn’t make a difference in the portfolio. Either add to the position if the trend holds, or put it on the transfer list.

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Raketentoni@Raketentoni

Do you have a basic strategy, or do you just buy based on a hunch? If you tell me what you want—that is, what your goal is (cash flow, growth, maximum stability, etc.)—then I'd be happy to help you. 😉

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Invest2impress@Invest2impress

@Raketentoni To be honest, I’ve mostly just been buying based on my gut feeling so far. 😂 But over time, I’ve been able to take away so much from the posts here on getquin and learn a lot at the same time—something I’m truly grateful for! You can learn an incredible amount from your posts and prompts, as well as those from @Aktienhauptmeister. As you can see from my portfolio, it’s focused entirely on growth, and that approach has actually worked out pretty well for me so far—I’d like to keep going down this path. 😬

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Raketentoni@Raketentoni

@Invest2impress

Thanks for the compliments! I’m really glad that my posts and approach are helping you. That’s exactly why we’re here to share ideas! Let’s take an honest, no-holds-barred look at your portfolio.

You have a really strong foundation with the Vanguard All-World (over 27%) and extremely powerful tech stocks.
But your problem lies elsewhere: you’re extremely overdiversified at the lower end. You have an endless “tail” of mini-positions (under 1%) that barely contribute to your overall returns but eat up your overview and focus.

As for your list of stocks to cut: In my opinion, you’re in the process of selling your best horses!

* **$MSFT (Microsoft) & $UNH (UnitedHealth):**

Don’t sell these under any circumstances! Microsoft is the very definition of quality growth. UnitedHealth provides exactly the stability you need when the tech sector takes a hit. These are core holdings.

* **$NU & $SNPS:**

Absolute quality compounders. Nu is growing extremely strongly with great margins. You should be adding to your position rather than cutting it!

* **$GRAB & Metaplanet:**

Get rid of them. Metaplanet was FOMO—check it off and move on. Grab may have revenue growth, but it doesn’t deliver reliable operating margins. It’s more of a “story stock” without a solid financial foundation.

**How to Clean Up Your Portfolio the Right Way (My Tip for You):**

1. **Sink or Swim (The < 1% Rule):**

Take a look at all your holdings under 1% (Stryker, Meta, Costco, Itochu, etc.). These are world-class companies, but with a 0.7% weighting, any price jump is completely lost. Make a tough decision: Either you’re so convinced of the company that you increase your position (e.g., with the cash from Grab) to at least 2–3%—or you cut it out completely.

2. **My Quality Formula for Your Growth:**

If you’re unsure which stocks to keep, do the math: *Revenue Growth (%) + Operating Margin (%)*. If the score consistently stays below 15, the growth often comes at too high a cost or is unprofitable. Anything above 25 is a definite keeper.

Take your chips off the table when it comes to pure speculative and “story” stocks, and put them into your real winners (like Microsoft).

Good luck with the clean-up! Let me know what you decided in the end. 😉

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G_Capital@G_Capital

16H

In principle, I see it exactly the same way: You have a very diversified portfolio with many individual stocks. Still, I have to say that you’ve shown good instincts with many of these stocks. After all, you didn’t buy them by chance, but because you were convinced by the underlying idea. And for some of these stocks, that investment thesis may not have fully played out yet. Maybe the next big winner is even among them. That’s why I wouldn’t make any hasty changes right now—and above all, I wouldn’t get impatient. However, I can understand the suggestion from the comments to reduce your exposure to semiconductors somewhat. Valuations in this sector are, in some cases, very ambitious. After the strong price increases, a correction is certainly conceivable. If individual positions are already up well over 100%, it might make sense to take some profits there. You could either hold the freed-up capital as a cash reserve or reallocate it to a broadly diversified ETF with lower risk. That said, your portfolio—despite the many individual stocks—appears well-balanced overall. That’s why I wouldn’t make any fundamental changes at the moment. Let the portfolio do its thing, stay patient, and give your ideas time to develop. Often, patience is the better strategy… Best of luck going forward!

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