@mememe, I’m still in two minds about Avast, so went for AVT instead in the end. It is interesting (and can be confusing) how many stocks I have whose name or epic begin with an A!
I still hold ACSO and am now just under break even, I will continue to hold for the time being. Found it somewhat annoying that the company didn’t give any indication of the prices that those who had shown interest were willing to pay. I’m finding it rather difficult to value the company at the moment.
I have held ASOS in the past but now prefer BOO as the management seem to be making a better fist of things. I’m also in for nothing with my current holding of BOO, having previously banked my purchase costs, so will create a CGT liability when I sell. My first buy in January 2015 was at 27p, my last buy in December last year was at £1.64.
Ansys looks interesting, but like you I find my portfolios rather overweight in technology stocks. I was reading an article yesterday about the last technology boom and bust and how the mining and industrial metals sector did well after it. My mining stocks are definitely showing signs of life at the moment, Bushveld Minerals, in which I have a small position, shot up 18.5% yesterday on no apparent news.