1 Trim, 10 Buys

What I bought today.

Hi Multis

It’s the last week of the month, and traditionally, that means that I buy my second batch of stocks for the Forever Portfolio.

This time, it’s a little bit different from other editions. I have trimmed a position, which I rarely do.

It had become my second-largest position, and to me, that was too big. Now, mind you, I have trimmed, I have not sold the position that’s important. I’m just taking off some gains of the table here, because I think that it has become too big a position in my portfolio.

That doesn’t mean that I recommend selling or trimming the stock. It only means that for me, in my personal situation, with my personal thinking, the position got too big. It had become the second-biggest position because it had grown so much.

So, without much further ado, let’s dive in, and I’ll explain to you what I sold, and especially, of course, which positions I added to.

I’m sorry, but this article is for paid subscribers only. If you want to be one.