Just so I don’t mislead you with my comments, I have Atome and Technology Minerals as well and those ones I’m holding as they are long-term one for me. On the other hand, they are new so I’ve only invested about £50 in each of them. So it’s only certain stocks I would consider selling at the moment, not all of them.
This is probably the best answer to your question. The money I hold in my portfolio is not earmarked for anything, therefore I don’t really need to sell at the moment, I’m only doing it as an opportunist measure. If I needed the money, however, then the calculation would be different.
EDIT - also bear in mind the different strategies. I remember you saying that you were primarily a growth investor whereas I’m a dividend investor. My selling of shares is to buy more shares elsewhere to get dividends in either a higher proportion to investment or sooner, whereas your strategy is likely to be different.