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Spent the week reviewing my portfolio and rebuilding it around what I actually want, not what I'd drifted into.
Three index funds, each with a job:
• $VWRP - My core bet. Global, diversified, never selling.
• $VUAG - My country bet. I think the US keeps leading.
• $SMGB - My sector bet. I think we're near the start, not the end.
Two single stocks I like but want a bigger position in over time, as they are not meanfully represented in my other holdings. $MA $RR.l
And a few % of cash, ready for dips or new ideas.
Everything has a reason now and that's the upgrade.


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