Today, I've decided to make some additional changes to my portfolio. I've sold out of $NOW at a +30,4%. The reason behind that is that I have a larger conviction in the growth story of big tech, and their financial profiles, while also seeing better opportunities for the invested money in other holdings.

Some of the funds went into $MSFT $AMZN $HIMS and $MA

I've also reduced the number of watchlist companies.

The allocation looks like this on a % basis: