End of year tidy round
I’ve just signed up for another 3 years - love your service. I’ve made some good profits so far this year but it’s time to do my 'tidy up' of investments before end of financial year. I've been through your website and assessed all the laggards in my portfolio, ready for selling before June. I have assumed that any marked Active in your portfolios are at least holds. With that in mind, I was hoping to get your views on prioritising the following stocks. My problem children are CAR, CSL, HLS, NXT, RDY (It still says active but I think you have turned negative on this), SHL, TWE and ZG:US I have a fairly long term view so don’t mind holding if there is good potential to recover well and provide a respectable annualised % return in the next 5+ years. PLS was a great example where your advice encouraged me to hold at a loss for quite a while and I only recently sold out for an excellent return.
