I realise my 10 largest holdings is v out of date, updated today and note that not one of my previous top 10 remains. I have been transitioning towards higher dividend payers/income/shares backed by hard assets, and have also gone to cash or cash equivalent for about one third of my portfolio.

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#NESN - Nestle ➡️After staying in Russia under the highly spurious excuse of supplying so called essential food products (incl. sugary crap) to the Russian population, Nestle finds out how much Russia values this stance. ➡️Similar decrees have resulted in fire sales of assets at knock down prices.

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Tomorrow, we'll showcase the immense talents of the UK's finest minds, Investment Trust / Fund managers, Pension experts & investors from across most Investment & Financial specialisms DON'T MISS OUT! Join 450+ attendees Buy your #InvestorSummit 🎟️ investorsummit.co.uk/tickets 🎟️now

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#IQE🆙 +21%✅55.5p✅ #IQE.L #Ai #Photonics. 👍I've trimmed some more $IQE to capture +516%✅ return on this tranche of my holdings. bsky.app/profile/conk...

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Cordel Group #CRDL.L closed up 91.67% today on recommended cash acquisition offer by Vossloh AG. 12.5p offer price is 107% up on yesterday's close. Had been buying cautiously over the 3 weeks as wary of a possible fundraise. Was looking forward to the journey but, in the event, can't complain.

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