Hello all,

finally there's a sign of life from me again.

The last time I was mainly a passive reader here on Getquin on the road, have commented here and there, but that's it. And to say straight away, of course, the passivity of the last few months also had to do with the missing challenges of Getquin. 😅

But I have risen from obscurity for another reason.

When I look at my portfolio like this, the thing I notice most is the duplication of the $IWDA (-0,45 %) MSCI World and the $CSPX (-0,18 %) S&P 500 catches my eye. In addition, I still have some of the largest positions such as. $AMZN (+1,53 %) Amazon, $GOOGL (+1,9 %) Alphabet or $META (+0,53 %) Meta as single stocks in the portfolio.

I would like to reduce this duplication a bit and shift the World + S&P + Meta into the $VWCE (-0,55 %) Vanguard All World. Thus I would have a few duplications less, Meta would be sold after the strong increase with profit and I would have only one savings plan.

However, I would keep the $EIMI MSCI EM in the portfolio and continue to save, simply to cover this part of the world much better than with the All World.

If I am already cleaning out the portfolio anyway, I would also like to include $SHEL (-0,69 %) Shell, $HEI (-0,44 %) HeidelbergCement, $BAS (-1,75 %) BASF and $TDOC (-1,01 %) Teladoc as well. I will not be adding to any of these positions in the future.

This would not result in any tax burdens for me.

What do you think of this line of thought?