2 Dec 2020 21:14
I have, over the last week sold half my holding in Adyen. Proceeds were put into Varta. Additionally have bought 2 tranches of shares in BT. With a vaccine for Covid 19 that has been licensed and in preparation for rollout over the next 10 days, I am preparing my portfolio for 2021. FWIW, I am elevating my risk profile from Medium High to High with the focus on capital growth. Despite a collapse in my portfolio (in common with others, I think) in late Feb through to 23 March, I have recovered all the lost ground and am up roughly 12.26%. So, slightly down on long term average, but in the circumstances not too bad at all.