I have also been busy selling stocks today, but not the defense stocks (This was originally the plan, hence the survey in the morning, but they are simply very well positioned fundamentally and still have a lot of potential). Instead, I disposed of the following candidates:
$EPR (-0,98 %) +10,7%
$BXP (+1,19 %) +25,46%
$STAG (-1,92 %) -0,44%
I have now gone from the initial 77 positions down to 70. 🫡
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Part of the capital was reinvested in$OXY (-1,22 %) reinvested (subsequent purchase)
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Here is the original post with the 77 positions. However, I think you can already see the current portfolio. 😇
