Thanks for the tip on TW. I can't take any more construction or construction related stocks. 66% of my portfolio is on construction and I'd rather like to reduce it. It's not happening though as they keep going up whilst the rest of my portfolio mostly goes down.
I'll post some stuff on the IRV thread later so not as to clutter this one
At the moment trying to keep my hands out of my pockets and dividends.
Also, the spread is about 2% and although it has cash in hand and projections seem good as well as the charts suggest to me, an up movement, I am still hesitant.
My holdings seem tilted similarly to yours, with a smattering of shares outside "Builders" and similar.
Also, I hold Ibst and Accsys. (Interesting company.)