4D·

Adjust weighting

Greetings everyone!

My portfolio has developed in a very US and tech-heavy direction. I am strongly considering changing this.

This means that I will probably $XAIX (+0.72%) and shift into the $TDIV (-0.73%) would be shifted.

I currently have around 2.5k in my loss-making pot. I would probably fill this a little more as part of the reallocation by selling my old load. $MPW (-0.93%) by selling my legacy assets. That would add another 2.5k in losses. So 5k in total.

So I wouldn't feed the state quite as much - at least not yet. Profit of the $XAIX (+0.72%) is just over 7k.

What do you think?

Would the $TDIV (-0.73%) a good choice for this?

Or would it be better to just keep it running and do nothing?

As always, I would be very grateful for any tips/discussions/suggestions 😉

Best regards!

16Positions

€307,062.84

25.63%

6 Comments

ShrimpTheGimp🦐@ShrimpTheGimp

However, shares and general loss pots are two different things

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Oleg@ScorpionfromBW

@ShrimpTheGimp I was just about to write that too. But you were quicker 😜

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sebbraun201@sebbraun201

Of course you're right. I wrote too quickly and thought too little.
I must have been a bit unlucky with my thinking 😅
Sorry it's been a long day 😇

Nevertheless, the question arises as to whether it's starting to make sense to reallocate.

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Shell@Shell

I’m considering the same move and have both ETF’s aswell. Because of valuation risk in tech right now. If in it for the long term you can leave it as it is of course because XAIX will outperform. But I don’t have tax here in NL from selling an switching positions like some countries like Germany I guess. So it’s different

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DocTrader@value_crafter_1628

So, the whole thing is pretty big data and tech-heavy. If something happens in the foreseeable future, then...
I have also become relatively cautious and have rebalanced my portfolio quite considerably in the last few days. ...

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ShrimpTheGimp🦐@ShrimpTheGimp

@value_crafter_1628 I agree. I also had $AINF in my portfolio at $XNAS. It's doing extremely well... but I've also loosened up and taken a more defensive stance with $TDIV and solid individual stocks. I feel more comfortable with this and the NASDAQ and bitcoin (together approx. 23%) are enough for me as a hopeful booster

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