Given the size of $V in my port (2%) and their recent anti-trust issues and ultimate termination of the Plaid acquisition, I'm considering trimming or selling this stock.

I don't have any issues with the company, other than how they will continue to innovate and compete in an ever increasingly difficult fintech landscape when M&A is going to continue to be difficult.

The biggest benefit to them being in my portfolio is the 70% gearing value that I can contribute to margin...which isn't a great reason but not a bad one.

Do I think I can allocate this capital better elsewhere? Yes.

Do I really need to do this. No.