Current holdings in the SIPP (valies as on the morning of 1st November)
Cash: holding now = £813
All the major transactions in the period took place after the major market moves down, as I started the position the portfolio into what I hoped to be a recovery mode.
Those companies that I thought would not recover quickly in the short-term: British Aerospace, Genus, and Safecharge; were sold off completely. The funds that came available were invested into BP, GB Group, GVC, and Keywords Studios.
As per last months comment, I'm still fairly hopeful of the BP shareprice (SP) topping 600, but this may not happen until Jan/Feb.
GVC is investing heavily in the USA and when this starts to come together, I can see this company growing considerably - although I expect it to be taken over by a major US company before then.
GB Group is very profitable and it's business in internet security is growing very fast - I took the share weakness due to the market weakness as a buying opportunity.
The same goes for Keywords Studios, although this company may require a bit longer to get back on track.