I find the approach understandable and I like it. In the long term (similar to what the previous speaker wrote), I would rather increase the limit of 1,000 so as not to have too many shares in the portfolio (over time). Otherwise, I am of course surprised by the $AIR position with 10% of your portfolio (possibly employee shares?). Because otherwise it wouldn't fit in with your explanations.
•
22
•
@Michey777 Thank you for your feedback 👍🏼.
That's right, I didn't explain the position. You're absolutely right, these are employee shares that I was able to acquire through my better half. The plan here is to leave them for a longer period of time and gradually reallocate them over the years 🙂
That's right, I didn't explain the position. You're absolutely right, these are employee shares that I was able to acquire through my better half. The plan here is to leave them for a longer period of time and gradually reallocate them over the years 🙂
•
11
•