1Mes
Do what makes you happy with your portfolio. I'm currently considering the same thing. Without question, MSFT is truly a good company and belongs in every portfolio, in whatever form. Most people are already invested in ETFs anyway. For me, it is the duplication that is driving me to consider reallocating.
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@Doe I also have the doubling with nvidia. But with a 450% return as of now, I want to keep it.
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