immagine del profilo
I would not sell $MSFT and would rather part with $HLI, $MOWI and $EDR. Or what is your thesis that you have invested in the 3?
You can then use the capital to invest - but if MunichRe then please do not invest in the ADR but directly in the German share.
I would probably put the freed-up capital (should be around €1.7k) into a $ALV from the selection you are offering. But I would make sure that I get it in the event of a setback. The supposedly weaker stock market months are now coming over the summer (at least if you look at the past) - or Allianz is trading ex-dividend these days.
Or better invest the whole thing in an ETF for better diversification.
2
immagine del profilo
@Dividenden-Sammler $MOWI in my opinion it is cheap at the moment, $HLI will profit from the many bankruptcies and at $EDR the sale is not worthwhile because the fees are too high, but I also hope that MMA will become more mainstream. Thanks for the detailed feedback :)