The bank holdings in the portfolio are gradually being thinned out. The 6 positions I bought in 2020 and in the wake of the Credit Suisse bankruptcy are gradually being reduced to 2.

In my opinion, most banks are in an exceptionally good position in the current interest rate cycle, as I expect possible new interest rate cuts and long-term profits and reliable payouts are often lagging behind. Since I have also been investing with a much greater affinity for dividends since last year, I am saying goodbye to stocks that are less reliable in terms of dividends and dividend growth.