In 2022 successfully reduced the number of individual positions (SAP, Shell, RWE, Global Water ETF) and only $MUV2 (-1.69%) in February supposedly 'cheap' new in the portfolio.
In the next year, the ETF share will continue to be expanded to at least 80% of the portfolio value and the individual positions will probably be further reduced. Any remaining cash reserves will be invested in the market over the next 10 months, or directly in the event of a sharp decline in prices. The past has shown me impressively that market timing does not work 🤓.
$INS (+0.05%) probably belongs directly sold, but still waiting here for the link from @DonkeyInvestor in the comments.🤝 Amazon was / is a failed trade attempt, but do not bring it over the heart with such a large loss to sell and hope here a faster recovery than the overall market - will then be reallocated to the ETF, since here abundant Bigtech represented.👍
Merry Christmas to you all and to a positive return in the new year.🚀
