Today I have eliminated four mini-positions and invested the proceeds in the global core.

Sales

- $DHR (+0.79%) (-22 % compared to EP → loss pot)

- $MOWI (+0.93%)

- $DGE (+0.21%) (-28 % compared to EP → loss pot)

- $MCD (+0.54%) (residual position)

Purchases

- $VWRL (-0.55%) 10 pcs (Core)

- $FAST (+0.12%) 5 pcs (small satellite - thesis: fast charging networks growth, high volatility accepted)

Why this?

• Sizes <1% disrupt rebalancing, bring little diversification benefit.
• Loss realization today lowers future tax burden on equity gains.
• More in the core increases predictability

According to "Welt", companies active in construction, rail infrastructure, digitalization and the energy industry are considered to be beneficiaries of the debt pact. So-called green sectors are also likely to benefit.

A few examples:

$FAST (+0.12%) - Fastned

$ACC (+1.54%) - Aker Corp

$IOS (-1.04%) - Ionos

$KTN (-1.41%) - Kontron

$NDX1 (-2.9%) - Nordex

$BC8 (-2.03%) - Bechtle

$VOS (-3.22%) - Vossloh

$S92 (-0.61%) - SMA Solar

Despite all the debt euphoria, however, investors should bear in mind that the infrastructure companies are smaller stocks that are not without risk.

Source (excerpt) & chart: World

An exciting share that can benefit from the growth in e-cars.

Fast charging systems