Had to strike at the price too.
Defensive values for a decent core never hurt, especially at this price.
However, it's not an additional purchase, I took profits at $ASML (+0.39%) and reallocated some of the profits.
In the long term of course still convinced of $ASML (+0.39%) but I was at 100% profit and no longer liked the figures.
Let's see what happens.
The portfolio will of course be expanded further.
Very close on my watchlist are:
$SYK (+0.23%) and
with you?
