I run two direct share portfolios. One more growth / the other more conservative income orientated (mostly LICs).
Here are my growth stocks as it stands today. CCL, DDR, MAF, NCK, PMV, JDO, RPL, SMR, RWC, WGB. The last one is a bit of a plodder and would consider selling if / when a better opportunity arises. But it has held up reasonably well compared to others.
Have taken profits (reduced my position) on most of these holdings in Jan, Feb, Mar. Have recently topped up on RPL twice. Looking to top up on others when the market takes the next big dip. I don't think market volatility has finished just yet.
Not recommendations. Just disclosure.
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