Currently my share of$ASML (-0,78 %) 7.5% of my portfolio and am 60% up
I am currently considering selling 25% of it and buying the first tranche $MA (-2,02 %) buy the first tranche
my $V (-0,64 %) position is already full.
However, my financial share is also 20% of the total portfolio, which I feel very comfortable with.
my strategic way of investing is rather conventional without much risk on companies with moats
Thanks for your opinion.
