I am thinking of creating a best of British pie, and then leaving it to grow and see how well it does over time. The rules being I can only pick 10 companies, and any rebalances will be in 6 month intervals.
Currently on my shortlist, which includes some of my current holdings are:
BYIT - Cloud IT company providing hardware/software services
CERES Power - think of them as the Arm of power conversion.
IAG - just looks too cheap given the current state of vaccines being approved, as an entry point for a recovery play.
ITM Power - clean energy storage
MWE MTI Wireless Edge - (not yet on 212, so might have to exclude)
MNDI - Packaging company
OCDO - no explanation required here.
CHRY - Mainly for access to Transferwise & Starling although I would prefer to keep to individual stocks.
And so I’m looking for a few more to review this weekend and decide what 10 I should include in this pie. Any suggestions on what to add/remove? That and I need to check if these can be baked into a pie.