The main point is that I was able to pay-in £14,000 from a company that I closed. This will be my final contribution to the SIPP as I am no longer self-employed. So performance will be a lot easier to monitor and measure from now on.
After making the deposit, my initial action was to buy 1300 shares at 417 in Avast (AVST) which I consider to be well over-sold following a security data issue which was (in my opinion) exaggerated. As of today (10th February) the SP of Avast is 462, so I'm happy the SP is moving in the right direction.
Since posting this screenshot, I've trimmed my holdings in both Segro (SGRO) and HG Capital Trust (HGT) to approximately £20,000 in value. The reasons being:
Segro looks a bit "ripe" and there may not be the opportunity to make similar gains in the SP in 2020 as was achieved in 2019; and
the NAV of HG Capital Trust revolves around it's shareholding in VISMA. HGT holds 50% of Visma, and that is over 20% of the NAV value of HGT. That seems a bit high a holding to me for an investment trust.
