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Eliasmrll
@Eliasmrll
3Sem.
Personally, I think there is too much Europe in your portfolio. Why such a high weighting there?
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Basti1983
@Basti1983
3Sem.
@Eliasmrll
Personal gut feeling. I see more opportunities for recovery in Europe in the future. But that doesn't mean that some non-European ones will be added. At the moment, I agree with you.
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