Gabriele Racca @Gavrilescu956: "Portfolio repositioning today. I closed positions..."

Italy

Portfolio repositioning today. I closed positions in Adidas, La Française des Jeux and Mercedes-Benz Group at a loss, freeing up capital to strengthen higher-conviction long-term positions. Part of that capital is being: - reallocated into an increased position in Johnson & Johnson - invested into a new position in Microsoft Sometimes protecting the long-term structure of the portfolio matters more than holding every position forever. $MSFT (Microsoft) $JNJ (Johnson & Johnson) $SPX500 $NSDQ100

Not investment advice. The author may have financial interests in the mentioned instruments.