RE: Sub 350?4 Mar 2022 13:55
Gary59
I am not sure how much you should take notice of me but I have no problem in sharing my holds.
AAF, ADM, AV., BA., BHL(very small holding), BP., DLG, EVR(again only a small holding bought at 54.77p), GLO, GSK, HSBA, KOD(pure punt and lightly invested), LGEN, MNG, NG., PHNX, PLUS, RIO, SSE, TRIG, UKW, ULVR, UU., VOD.
Most stocks held as around 5% of my portfolio, 3 at a much smaller %, and a couple at 7%|.
ADM, LGEN, RIO, SSE, NG., UU., HSBA, BP., GSK, and BA. are pretty much permanent fixtures and I don't envisage my portfolio being without them.
I have high hopes for AAF, TRIG, UKW, EVR and BHL which likewise may eventually be elevated to permanent fixtures.
I must confess I've lost some interest in ULVR and PLUS, but will continue to hold for now unless I identify something I like to replace them.
BHL is interesting, geographically I like it, and its in what I think will be a high growth sector going forward, but it has yet to demonstrate its potential.
LGEN and ADM have been with me for years and I can't remember my portfolio being without them.
I think there are a lot of bargain stocks available at the moment and one can afford to be very choosey.