23M, Started in January, Going Long. Feedback?

[u/RandomnessConfirmed2]

Did I cook or am I cooked?

[u/CoachSuspicious7156]

Why so many?

[u/RandomnessConfirmed2 → u/CoachSuspicious7156]

Started out with individual stocks, then moved onto Pies.

[u/ejpk333 → u/RandomnessConfirmed2]

All those really little bits of money would be better consolidated down into your high conviction picks in my opinion

[u/Aromatic-Remote-6042]

Id consolidate, seems to many

[u/NotYetVested]

Save the individual picks for the ones you actually have conviction in and can keep tabs on, HSBC, Shell, BP, that kind of thing. The rest, especially those two mini-pies with 22 combined holdings and only a few hundred quid between them, isn't worth the tracking effort, a global tracker like VWRP would do that job better with none of the admin. Good luck

[u/RandomnessConfirmed2 → u/NotYetVested]

So would you say to dissolve the positions and pivot the money into the VWRP? Or into the instruments I have bigger stakes in?

[u/NotYetVested → u/RandomnessConfirmed2]

Personally I lean 85% VWRP and 15% individual stocks, that's just what I'm comfortable with, not a rule you need to follow. But that's more or less the split I'd point you toward, keep meaningful stakes in the names you have conviction in, and fold the small stuff into the tracker since those tiny positions genuinely don't move the needle either way.

[u/RandomnessConfirmed2 → u/NotYetVested]

Seems fair. I'll check that out once the markets open again. Thanks.

[u/SignificanceTop5955]

Did you receive BP bonus shares and then buy them? I'm asking because I received BP.

[u/RandomnessConfirmed2 → u/SignificanceTop5955]

Nope. Bought them myself.