Dear fellow campaigners,
I have restructured my portfolio far too often for the short time I have had it, and I was actually satisfied with this portfolio.
But now I think that I have given the "tech hype" too much space in my portfolio.
As I have most of the positions in the $VWRL (-0,43 %) but I had the feeling that I was missing out on returns, I would be interested in your opinion, would you sell your shares in $NVDA (-1,43 %)
$ASML (-1,08 %)
$GOOGL (-1,1 %) and $MSFT (-0,56 %) reduce or perhaps even liquidate them?
I would still like to focus on growth, I would be interested in your top growth stocks, perhaps not in the tech sector or rather in another tech direction, e.g. automation technology.
LG Flo
