What would you remove from this portfolio?

These are the stocks my family added to their portfolio over the last few years. Some were picked by them directly, while a few came through smallcases. Interestingly, the portfolio has delivered close to **18% XIRR** so far. Now we're planning to consolidate it a bit and exit some of the stocks. Would love to hear what you guys think — **which stocks would you hold, which would you get rid of, and are there any that you think are worth adding to the portfolio?** Looking for some honest opinions/criticism before we make any changes.

12 comments held Reddit says 1 on reddit ↗

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u/AnyStill9925 1 1 day ago

just curious seems u have good money..why don't u go to financial advisor? or they dont know anything and redditors are smarter?
u/Green_Distribution14 OP 1 23 hours ago

Just looking for opinions. I’ll take the useful ones and leave the rest, including this one, apparently!!!
u/AnyStill9925 1 23 hours ago

wow.. free-loading without adding anything to the community and being arrogant.. nice.. such users should be banned..
u/Green_Distribution14 OP 1 23 hours ago

“Free-loading” is a bit dramatic for asking for opinions on a public forum. I posted the portfolio, shared the context, and invited people to share their opinion. You’re free to scroll past if you don’t find it useful. But asking to ban someone because you didn’t like their post is certainly an interesting contribution to the community.
u/AnyStill9925 1 23 hours ago

at least share your analysis as well..rather than outsourcing your work to others for free.
u/Green_Distribution14 OP 1 23 hours ago

Fair point. I could’ve definitely added more of my own analysis instead of just putting the portfolio up. I was mainly looking to get some different perspectives and see if there were things I might be missing. Thanks for pointing it out.
u/AnyStill9925 1 23 hours ago

don't think others are smarter than u or more interested in your work.. unless u pay/hire them..so put in effort chatgpt/llms are free now..
u/CurseNeverDyin 1 1 day ago

I'd remove this post from this sub.
u/Timely-Opposite-6867 1 1 day ago

https://preview.redd.it/pf6jnekmrsih1.png…
u/Fun-Swan-3987 1 23 hours ago

Diversification is for the ignorant
u/Fun-Swan-3987 1 22 hours ago

Diversification is for the ignorant -warren buffet