Subject: Re: Thoughts on EPS and valuation?
I've made my mind up. Sold a little bit of Meta yesterday in a taxable account to keep me within tax free limits changing this April.

The rest I've thought about and consider it a hold but will not add at these prices. My position is big enough at c7%

This conclusion reached by weighing up alternatives, current valuation and possible growth potential. One to let run for 5 years and review IMO.