RE: RE: My latest non-Crypto portfolio snapshot, before a re balance next week, looking for advice

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RE: My latest non-Crypto portfolio snapshot, before a re balance next week, looking for advice

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RE: My latest non-Crypto portfolio snapshot, before a re balance next week, looking for advice

zuerich(71)

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Friday, August 14, 2020 9:04 AM

Interesting portfolio.
I personally find automotive and banking (esp. European banking) rather overvalued. So If I wanted to reduce by 30%, I would start with selling GM, Volkswagen, Deutsche Bank and Bank of Ireland.
Your portfolio seems to be "risk-on" with Tech, Automotive and Finance and little anti-cyclical stocks as agriculture, utilities, defense.

hive-167922

Friday, August 14, 2020 9:04 AM

zuerich(71)

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