Sooo I started this week too. Traditionally, there was a small rebalancing at the start of the year. Nintendo is no longer my biggest single position. In the meantime it actually is $COST (-0.6%) . Likewise $PEP (-1.35%) was reduced somewhat. Nothing new has been added.
If I haven't miscalculated, the last tax-free shares in Nintendo are gone. Everything that is still in the portfolio is from 2012 and 2014. $VOW3 (-1.02%) but that's a small part of just under 8k that I'm leaving behind.
Pepsi was sold at a slight loss so also tax-free. I simply chose too large a position at the time.
A total of around 20k was freed up. Existing positions were increased with the money, namely $SOLB (-1.74%)
$FMC (-2.29%)
$JNJ (-1.39%) and $RACE (+1.06%) another 2k was put into my core $VWRL (+0.21%) was put into my core.
