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massimo's avatar

Oh sorry I forgot. can you say something please on your attache "watchlist "? Many thanks again

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massimo's avatar

Hi,

The portfolio has been the same from the very beginning? Or have you modify and/or rebalance it every year? Thanks a lot

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The Pareto Investor's avatar

Hi,

I typically rebalance this portfolio at least once a year.

The watchlist consists of companies I am monitoring, although not all of them will be included in the portfolio during the next rotation. It also contains some trading ideas, though I am not responsible for those.

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