Stocks & shares ISA8 Jun 2015 16:24
Quick, but in-depth question...
I own around 30stocks, roughly 5% weighting in each, bar MUT, ULVR, GS, NVS, JNJ which are 8%.
I am transferring £26k from cash ISA to stocks shares ISA today.
I am considering making another position in GSK, AZN & add BAB.
How does one evaluate whether to double my weighting in GSK or AZN.
My main broker SpeirsJeffrey advises me and has picked RR & BAB, BAB which I will add, but am inclined to top-up GSK & AZN.
I do understand the short-term pitfalls like interest rates rising, and some time markets get hammered, but this is an investment...
Thanks