After the stop loss of $ENPH (-12,31%) has pulled (thanks to the great rise last month even in the plus :-) and the allocation of $CEC (-1,25%) is no longer to my liking, I used the freed-up cash to add a Mag7 to the portfolio for the first time and invested the rest of the proceeds in the $IS3R (-5,69%) put the rest of the proceeds into the I'm pleased that my portfolio looks a bit tidier again, and further adjustments are already planned.
5Mês·
First purchase Microsoft
17