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This will be the first rebalance of the portfolio. From now on we will be doing the check for rebalancing on every Monday and complete the rebalance if necessary on the same day. The purpose of this rebalance is to increase the leverage to the target leverage ratio of 1.1.
Equal weighting.This stock is suitable as part of ESG strategy, with an MSCI ESG rating of AAA. Transition into cloud; ERP market to have doubled by 2026, large stable customerbase that cannot change the chosen ERP platform, stock down 22%
Rebalancing funds position according to the funds strategy. Rebalancing triggered by a change in firms belonging to category. (VMW out, INTU in). Maintaining long position in SAP.
50% of our portfolio consists of the ten biggest technology companies (based on market capitalization). Each one represents 5% of the portfolio at the beginning. Long position, passive strategy.