Last week, I decided to reduce the size of some positions in my portfolio in order to invest more in the current AI boom.
This involved 35 $BRK.B (-0.2%) and 350 $SHEL (-0.16%) shares were sold from my portfolio.
The following additions were made:
- $SIVE (+1.74%) 1,500
- $AAOI (-0.77%) 50
- $XFAB (+0.17%) 400
- $SHT B (-0.39%) 750
I didn’t quite time the entries perfectly in some cases, but let’s see what happens over the next few months and in 2027/2028. I’m curious to see how it goes.
In addition, the following stocks are on my shortlist for future purchases:
Have a nice evening, everyone!

