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