I'd agree to a certain extent on my individual holdings but this is in the ETF (and LIC obviously) part of my portfolio where I would like to try keep to the proportions I have set. I have let my larger ones ride already, and some are way out of balance.
Individual companies I have been slowly taking out of my less bullish picks and intend on topping up the others or finding better opportunities.
Totally get your point on essentially letting winners ride though - the upside is unlimited, whilst downside is max 100%. But no one ever lost money taking profits off the table.
WMI Price at posting:
$1.60 Sentiment: Hold Disclosure: Held
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