The following is not meant as investing advice as it is likely to cost anyone who follows it lots of money.

Today, I sold about 20% of my portfolio - some very profitable positions:

VALE Vale S.A.
RIO Rio Tinto Plc
PHG Koninklijke Philips N.V. Ny Reg
JCI Johnson Controls International
TEL Te Connectivity Ltd. New Switze
APH Amphenol Corporation
SAN Banco Santander S.A. Sponsored
GOOG Alphabet Inc.
GOOGL Alphabet Inc.
ALKT Akamai Technologies
MSFT Microsoft Corporation
AMZN Amazon
NVDA NVIDIA Corporation
MICC Magnum Ice Cream

Tonight will se substantial positions in the following go:

asx:RIO Rio Tinto Fpo
asx:BHP Bhp Group Fpo

All of these are fine companies (otherwise I wouldn't have bought them in the first place), but I deemed them very vulnerable to a stock crash and look forward to buying them back at a bargain price (maybe some day soon)

Jeff

Macroeconomic Trends & Risks FAQ

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