I have been building a portfolio in a kind of adhoc way over the last 10 years or so (adding a share or two as I have had some money) Not always a true Hype selection and quite often taking advantage of what I have seen as "unfair" drops in prices (Shell, and also Tesco but I was wrong about when they would bounce back ) or taking up rights issues (Lloyds) also a few staff shareholdings (IAG and Flight Centre) - So I know this isn't a true HYP but I have included all the holdings for completeness.
The advice I am after is that I am about to receive a lump sum worth around 50% of the total portfolio and am not sure if I should just top up what I have, or if there is any glaring gaps in terms of sectors? or specific shares that may fill a missing piece of diversification.
Obviously if I was going to just top up I would try and balance my overweighting in Travel and Leisure, Banks and Oil and Gas.
Anyway, I know it is a mess. but any suggestions of where I should start looking to balance it out would be appreciated.
Current Holdings
Lloyds Banking Group | LLOY.L | Banks | 8.3%
Shell | SHEL.L | Oil & Gas Producers | 6.6%
Flight Centre | FLT.AX | Travel and Leisure | 6.2%
BAE | BA.L | Aerospace and Defence | 5.3%
Tesco | TSCO.L | Food & Drug Retailers | 4.8%
Diageo | DGE.L | Travel & Leisure | 4.1%
National Grid | NG.L | Utilities | 4.1%
GlaxoSmithKline | GSK.L | Pharmaceuticals & Biotechnology | 4.0%
Greencoat UK Wind | UKW.L | Alternative Energy | 3.9%
Aviva | AV.L | Life Insurance | 3.8%
IAG | IAG.L | Travel & Leisure | 3.8%
Games Workshop | GAW.L | Travel & Leisure | 3.5%
Redde Northgate | REDD.L | Business Services | 3.3%
Unilever | ULVR.L | Food Producers & Processors | 3.2%
British Land | BLND.L | Real Estate | 3.1%
Barclays | BARC.L | Banks | 3.0%
BP | BP.L | Oil & Gas Producers | 3.0%
BHP Group | BHP.L | Mining | 2.9%
Hipgnosis song fund | SONG.L | Alternative Investments | 2.9%
HSBC | HSBA.L | Banks | 2.6%
Persimmons | PSN.L | Real Estate | 2.6%
Vodafone | VOD.L | Mobile Telecommunications | 2.5%
Rio Tinto | RIO.L | Mining | 2.5%
Marstons | MARS.L | Travel & Leisure | 2.4%
Imperial Brands | IMB.L | Tobacco | 2.2%
Direct Line | DLG.L | Nonlife Insurance | 2.0%
Carnival | CCL.L | Travel & Leisure | 2.0%
Haleon | HLN.L | Consumer Goods | 0.7%
Woodside Energy | WDS.L | Mining | 0.4%
Current Sectors
Travel & Leisure | 15.7%
Banks | 13.9%
Oil & Gas Producers | 9.6%
Mining | 5.9%
Real Estate | 5.7%
Aerospace and Defence | 5.3%
Food & Drug Retailers | 4.8%
Utilities | 4.1%
Pharmaceuticals & Biotechnology | 4.0%
Alternative Energy | 3.9%
Life Insurance | 3.8%
Business Services | 3.3%
Food Producers & Processors | 3.2%
Alternative Investments | 2.9%
Mobile Telecommunications | 2.5%
Tobacco | 2.2%
Nonlife Insurance | 2.0%
Consumer Goods | 0.7%