6Mo·
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57Positions
67 002,95 €
11,06 %
4
9 Commentaires

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$TXRH could be something for you. Or do you just want to expand existing stocks? It makes sense in itself that you consolidate a bit, I would even be more radical and sell everything under 1k or reallocate so that there is no value under 1k in the portfolio.
Unless these are savings plans for you.
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It’s a little weird to include the Rolex. Do you wear it or not?
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To be honest, I wouldn't sell all of the ones you mentioned. Of course, thinning out is sensible, but selling $KLAC, for example, to expand $SBUX would hurt me. You could give $SIE or $PEP more weight in your portfolio, for example.
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The preferred option would be to expand $SBUX, $CVS and $BATS
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There is no way I would sell KLAC, no way.
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