What could be better than buying shares on vacation 😀

The portfolio was restructured. $IRM (+3,63 %) Sold with almost 250%.

The profit was reallocated directly to Nestle. I am thus further expanding my base with crisis-proof, boring companies.

The absolute return was also increased somewhat by the reallocation.

$NESN (-0,19 %) is currently perfect as an entry point in my opinion.