Sell $CAT (+1,56 %) +30% profit buy $BUNZL👏

I've decided to use the current market situation to add some new positions to my portfolio and increase some others that I feel positive about.

ETF:

$VUAG (+1,51 %) 5x

Was planing to increase this position anyways.

$IWDA (+1,34 %) 10x

Opened this position to diversify a bit across other countries than the US.

Stocks:

$NOVO B (+3,18 %) 10x

As the demand for diabetes and other drugs increase in the following decades I feel like this is a great opportunity to buy.

$META (+2,82 %) 1x

Increased my position in meta because the price seems alright.

$GOOGL (+3,98 %) 3x

Increased my position because the price seems great and I wanted to increase this position anyways.

$285 (+2,32 %) 5x

Increased my position because BYD isn't going anywhere.

$MSFT (+0,93 %) 0.8x

Rounded up my former position.

$AMZN (+3,59 %) 2x

Increased my position to make use of the lower price.

$CRWD (+2,04 %) 1x

Increased my position

$BNZL (+0,51 %) 10x

Added this position mainly to increase the dividend returns but also because it seems like a good buy.

$HSBC (+1,93 %) 20x

Added this position to increase the dividend returns - More of a risky investment but you gotta keep it interesting, right?

I'd appreciate some feedback, would you have waited a bit? The US market is probably gonna go down a bit more before recovering but I'm not gonna try to predict the market so I'm happy with what I got.