Today I have eliminated four mini-positions and invested the proceeds in the global core.
Sales
- $DHR (+1,35 %) (-22 % compared to EP → loss pot)
- $DGE (-1,88 %) (-28 % compared to EP → loss pot)
- $MCD (+0,34 %) (residual position)
Purchases
- $VWRL (-0,03 %) 10 pcs (Core)
- $FAST (-0,34 %) 5 pcs (small satellite - thesis: fast charging networks growth, high volatility accepted)
Why this?
- Sizes <1% disrupt rebalancing, bring little diversification benefit.
- Loss realization today lowers future tax burden on equity gains.
- More in the core increases predictability
