Here are the potential stock sales by portfolio:
Portfolio 8K
- GM – consider selling
- BZUN
Portfolio 7G
- GM – consider selling
- BZUN
Portfolio 6
- ESLT
- BZUN
- BIDU
Portfolio 5D
- BZUN
- GM – consider selling
BUD – recommend selling (not growing)(SOLD)- BIDU
Portfolio 4M
TSLA – recommend selling (a media circus)(SOLD)- ABB
- ESLT
Portfolio 3
- ABB
DWDP – recommend selling (will split into multiple companies)(SOLD)- BIDU
- ESLT
WMT(SOLD)
Portfolio 1 and 2 – None
