Today I have eliminated four mini-positions and invested the proceeds in the global core.
Sales
- $DHR (-0,16%) (-22 % compared to EP → loss pot)
- $DGE (-0,95%) (-28 % compared to EP → loss pot)
- $MCD (-0,2%) (residual position)
Purchases
- $VWRL (-0,17%) 10 pcs (Core)
- $FAST (-0,71%) 5 pcs (small satellite - thesis: fast charging networks growth, high volatility accepted)
Why this?
- Sizes <1% disrupt rebalancing, bring little diversification benefit.
- Loss realization today lowers future tax burden on equity gains.
- More in the core increases predictability
