Sooo I started this week too. Traditionally, there was a small rebalancing at the start of the year. Nintendo is no longer my biggest single position. In the meantime it actually is $COST . Likewise $PEP was reduced somewhat. Nothing new has been added.
If I haven't miscalculated, the last tax-free shares in Nintendo are gone. Everything that is still in the portfolio is from 2012 and 2014. $VOW3 but that's a small part of just under 8k that I'm leaving behind.
Pepsi was sold at a slight loss so also tax-free. I simply chose too large a position at the time.
A total of around 20k was freed up. Existing positions were increased with the money, namely $SOLB
$FMC
$JNJ and $RACE another 2k was put into my core $VWRL was put into my core.
