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"Tear out the roses and water the weeds " 😎 ~Carter Pewterschmidt "Let profits run, don't drown in losses!" ~Beate Sander All the stocks you are planning to buy are not exactly low valued ( except Home Depot maybe) So does it really make sense in this market phase to sell good performing companies ( or partially) You need to know :) Peter Lynch also said something along these lines once, but I can't remember the exact quote anymore
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@Pewterschmidt Probably not - I had been involved with BAT for a long time and overweighted this company for a reason.

I'll have another look at this. Perhaps the disadvantage of focusing on BAT is less than entering elsewhere at high prices in the short term.

Thanks for your opinion👍
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@BASS-T I'm pleased ^^
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@Pewterschmidt I see it similarly, none of it knocks me off my feet, Tech is cheap at the moment or maybe Allianz or something like that but no Shell...