Hi all, I hold a somewhat diverse portfolio (NVDA, GOOGL, VUSA, BORR, MNST, BRK, NVO, PEP, RKLB, €PAH3, €SPYI, IDVY and a few more) but somehow I ended up owning too many defense stocks and they seem a bit redundant so I am thinking to cut down.
This is where I stand now. Should I just take the biggest wins and keep the rest? That seems easy, but not smart. Smart seems to be to keep the one with the most potential but I have a hard time deciding which one that would be. I am somewhat of a beginner. My current standing:
* **€EUDF** Wisdomtree Europe Defence in 29% increase overall \[57% of my defense related portfolio\]
* **€DFEN** VanEck Defense in 33% increase overall \[25% of deff\]
* **€DFND** iShares Global Aerospace & Defence in 25% increase overall \[18% of deff\]
Could you please advise me which one(s) to cut? Thank you!