RE: IYHO19 Jul 2020 22:03
@cg_race : Here's another way you could look at it.
Imagine all your shares were sold (at today's prices, NOT what you paid for them). So now you have Β£X000 in the bank and no shares.
Starting from scratch, but based on the research you've done, decide what shares you think you should invest in, and in what proportions.
Compare that with what you actually have now, and make the necessary adjustments (ignoring small changes, because of the transaction costs).
Many investment books suggest this kind of approach, that history should be ignored because it can't be changed, and will also acknowledge that it's psychologically very difficult to do! It's one of the reasons that humans aren't always very good at investing.