buzzz

Since 01jan11 I've had a slight rebalancing so now:

70% cash

15% passive funds (mainly trackers)

15% stocks and selective managed funds.

Also move all none cash assets into a ISA / SIPP to stop the tax man getting his hands on my undoubtedly vast portfolio. 

My current strategy for the active potion of my assets is a combination of:

Value buys / recovery plays / High yield blue chips: BP, LLOY, BARC,  Aviva

Punts on smaller E&P - PMG (all sold), SIA, RKH 

Punts on other BB favourites - OCN, IND.

I'm still at the herd following stage,

I need to work on when to sell things (Midland electricity and PMG have been my only sales to date...)

And I need to do more research and generate my own ideas.