I have decided to sell Meta, Airbus and Adobe and switch into $XEON (+0 %) and reallocate to Why? Because I wanted to park the money safely to save equity for a property in 3/4 years and Meta & Airbus were fat in the plus.
Did it hurt? Hell yes, the shares had been in the portfolio for 6 years. Ultimately, however, my other positions remain in the portfolio and will not be saved. Only the $XEON (+0 %) is saved monthly as a safe investment alongside overnight money. At the time of purchase, I will have around 20% equity. Some of the shares may then be sold on top, depending on the situation, but the security is there.
How would you have acted?
