Arborbridge wrote:Another successful tinker to add to my list NOT. (NB: I wouldn't really judge until some years have passed).
As you well know, I hardly ever tinker but even I have been known to on occasion. I have a very short list - three at last count. One was a 'lived to regret doing that' like your Marks/Persimmon. In 2016
'Bree acts out of character...' and...
Breelander (2016) wrote:...I sold about 40% of my BT at 403.91p (retaining a slightly overweight holding) and ... bought a full holding of Amec at 1095.82p.
Possibly not one of my best choices, as it turned out
In 2015 I sold all my FirstGroup and bought Glaxo. I
agonised at length over that one in my Christmas review concluding that...
Breelander (2015) wrote:On the evidence so far, was I right or wrong to tinker? There's no clear answer to that... Don't get me wrong, I'm happy I did what I did when I did. I just don't plan to make a habit of it...
But the last one was my 'Lucky Strike' - I sold all my Carillion the day before they were delisted.
I really ought to do some careful rebalancing, a couple of my holdings are heavily overweight (that's the risk when you buy bargain HYP picks, sometimes they fly). Maybe next year, but for now all this Brexit confusion make it impossible to know what to buy.
Oh well, back to LTBH it is then