Yes, ok, only six months ago I sold part of Trend Micro for some rebalancing and profit taking at 72€. The timing was just right at the time and since then the share has fallen by over 40%. I think that's a lot for the fact that the company has actually delivered two completely satisfactory quarterly reports in that time. I am therefore reversing the sale and adding 5 more shares to my portfolio for almost the same price as when I sold. Let's see if my good luck with Trend Micro continues or if I've made a mistake this time. Basically a very exciting company for me, cybersecurity is important, cash flow has been good for years and they have important and promising partnerships in the AI sector with heavyweights such as NVIDIA and Dell.

I did a bit of rebalancing at the start of the year and sold 25% of my position. I still think Trend Micro is a superbly positioned company, but an almost 30% rise in the share price within a week was enough to bag a few profits. The reason for the rise were takeover rumors, if they prove to be true I will probably get out in the long term anyway, if not I could imagine a more significant setback.

Another nice little milestone: the highest single dividend payment I have ever received in my almost 4 years on the stock market. May the record be broken as soon as possible 😉

I was in it for almost 3 years. The share price was close to 0, but the dividends meant that I made at least a reasonable profit on the bottom line. Not a bad company in itself, but I would like to reduce Italy in my portfolio. In addition $4704 (-0,39 %) and $BMPS (-3,52 %) have become high-dividend stocks this year thanks to strong dividend increases and I don't want too many of them in my portfolio. As a result, Enel has now become a candidate for elimination. Nevertheless, I can get out with a clear conscience and no regrets. I'll keep my fingers crossed for all those who are still invested :) The money will probably soon be $SHEL (+0,3 %) but I haven't made a final decision yet.