is done!
I am positively surprised. It went quite well, even though The Donald did everything he could to sabotage it (I know there will be lean years ahead).
I have now reduced my US share in the portfolio from around 70% to around 55%. I should be broadly diversified enough with $IWDA (-0,8 %) and $TDIV (-1,53 %) as a core.
Otherwise it's buy and hold. Growth and dividend stocks. The smaller positions will be sold or enlarged over time as opportunities arise.
At the moment, however, I am still working on the core.