My next move?


I began investing in November 2021 and in hindsight I probably spread myself a little thin and bought into too many companies. Hopefully the screenshots I've provided are clear enough but just to add some context, the companies I've invested in more than once are:

Agronomics, Merck KGaA, Emmerson, Berkshire, Brookfield, Microsoft, ASTS and Rocket Lab.

Most of the others I'm happy to just let run at this stage (would have invested in Google again but I bought before the stock split).

I'm in my early 30s so I'm looking to take some risks (clearly). There's no incentive to invest in an ETF where I'm based (otherwise I wouldn't be stock picking). I don't particularly want to invest in another company but unsure where I should focus my future investments. Agronomics at approx 10% was my goal from the outset and Berkshire/Brookfield at approx 15%. The latter are climbing up towards 20% so I don't know if it would be wise to continue to invest in both? If you were in my shoes what would you consider doing?

Portfolio

Portfolio including industries

Thanks.


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