Some small alterations to the CU portfolio on the side of the blog; after a few changes recently, booked good 20% gain on BP and sold on the news that they may lose their TNK Stake. Good long-term play though and I will no doubt buy in again after the price drop.
Also so oil and gold ETF's with not much gain overall (bought late in the cycle) and have replaced with a short gold for the moment; bit of a punt that on hunch that the dollar will strengthen further in the next month or so on the back of less dreadful US economic news and worse news elsewhere.....
Also re-invested BP funds into more Latin America funds and British Airways, right on the bounce from Silverjet failing - what a lucky break. Still I think oil will pull back a little in the near future and BA is bouncing along at very low price.
Still stuck with RBS and buying into the rights issue which ruins much (but not all) of the good stuff above!