Couta , maybe try thinking of your portfolio using a sports analogy .
Think of Rugby players as your stocks ...you want to win the World Cup so pick the absolute best players to do this for you . No use holding onto the guys out of form , too old etc , they are just not going to cut it . So you have to drop them ..ie: Cull the portfolio .
Currently your strategy is to hold on for ever waiting for a good game ...meantime you are out of the tournament .....Good luck with your backline including , Simon Mannix ,Mark Ranby and Scott Hamilton .... think they are going to Cut it against DC, Ma and Ben Smith ?