Interesting portfolio.
I personally find automotive and banking (esp. European banking) rather overvalued. So If I wanted to reduce by 30%, I would start with selling GM, Volkswagen, Deutsche Bank and Bank of Ireland.
Your portfolio seems to be "risk-on" with Tech, Automotive and Finance and little anti-cyclical stocks as agriculture, utilities, defense.
RE: My latest non-Crypto portfolio snapshot, before a re balance next week, looking for advice