Hi Wce, I'm about 2:1 headsppies. If 2V is a success and the SP behaves then might be tempted to lighten the oppie load a tad, to cover conversion of the remainder as well as free carry me to the end of the road. That said, if I have resisted free carrying while risk was at 75% and then down to 50%, I'm not entirely sure I will be able to convince myself to sell any at all when risk has been lowered further. In that case, probably convert sooner rather than later to reset the CGT clock. But first let's deal with 2V.
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