6Mês·

Portfolio Review

Hello everyone,

As I wanted to make use of my tax-free allowance this year, I took action again today and did some regrouping.

Share sale $ASML (-3,33%) with 50% profit

New additions to my portfolio are $1211, (-1,19%)
$ROP (-2,32%) and $ORCL (+11,41%)

And yes, I know $TSLA (+3,38%) is clearly overweight. In the long term, I want to gradually shift this position, but I only recently received it from my parents as I had it in my parents' portfolio at the time as I was not yet 18 when it was bought.

I would also be happy to receive recommendations on where I can switch them.

I also currently have two savings plans $IWDA (-0,19%) and $IEMA (+0,08%) .

The other ETF positions are still from old savings plans that are no longer running.

What would be your opinion?

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