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 (-1.89%) . Likewise $PEP (+1.41%) 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 (+1.09%) 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 (+0.94%)
$FMC (-2.2%)
$JNJ (+1.31%) and $RACE (+1.48%) another 2k was put into my core $VWRL (+0.3%) was put into my core.
