Tinker time

[TUK020]

Given some fairly sharp movements in share price, this morning I had some stocks which were over my top slice marker level, so I have taken approx 15% off the following shares:
- Galliford Try (GFRD)
- Legal & General (LGEN)
- Pennon (PNN)
- Persimmon (PSN)
I have used the proceeds to top up the following:
- BP
- Shell (RDSB)
- Henderson Far East I.T. (HFEL)
- HICL Infrastructure I.T. (HICL)

In short I have used the bounce in Builders & Utilities share price from the election, plus the step up in sterling, to buy some more Oil (seems down both on world economy sentiment + Dollar denominated earnings, and thus were showing high on my top up table) and greater diversification, both geographically and into infrastructure, using ITs.

Think I need to go back to sitting on my hands for a bit.

[tjh290633]

Oddly in my portfolio the median has risen so that the heaviest weight shares are further from the limit.

This emphasizes the point that all portfolios are unique and we must follow our own preferences.

TJH