Sooo I started this week too. Traditionally, there was a small rebalancing at the start of the year. Nintendo is no longer my biggest single position. In the meantime it actually is $COST (-2.05%) . Likewise $PEP (+3.06%) was reduced somewhat. Nothing new has been added.
If I haven't miscalculated, the last tax-free shares in Nintendo are gone. Everything that is still in the portfolio is from 2012 and 2014. $VOW3 (-2.24%) but that's a small part of just under 8k that I'm leaving behind.
Pepsi was sold at a slight loss so also tax-free. I simply chose too large a position at the time.
A total of around 20k was freed up. Existing positions were increased with the money, namely $SOLB (-1.11%)
$FMC (-3.35%)
$JNJ (-0.5%) and $RACE (-3.78%) another 2k was put into my core $VWRL (-2.71%) was put into my core.
