I reduced RR. and a few Avon, and closed the GAW that I bought on a whim recently. I should be adding to my small high growth stocks rather than having more small holdings, ill disciplined there.
Thanks rebel. What is your current portfolio based on size? As you only hold 12 or so stocks is that correct? Thanks for all the great work you do - love your posts
Thanks Rebel. These weekly updates help me keep on the straight and narrow!
Have you exited any positions to make way for the new ones or just skimmed a bit off existing ones?
Hi Stephen.
I reduced RR. and a few Avon, and closed the GAW that I bought on a whim recently. I should be adding to my small high growth stocks rather than having more small holdings, ill disciplined there.
Thanks
I bought a small amount of Carclo and got stopped out (only just!) but might buy back in and wondering what to trim
Thanks rebel. What is your current portfolio based on size? As you only hold 12 or so stocks is that correct? Thanks for all the great work you do - love your posts
16 holdings, and a bit of cash to do a bit of trading if the opportunity arises