NJP,
Sorry if I gave the wrong impression. OYS is my top holding, but although I hold PRM, they are not one of my top holdings. Unfortunately, I got side-tracked today, due to unexpected callers, so I didn't trade, but I have decided which holdings I'll sell tomorrow, and will be re-investing in PRM and XEN. (XEN I currently hold within my PEP).
With regard to your comment 'Could well be a portfolio transforming year!'.. after my dismal performance over the last two years, if I don't see significant improvement in 2003 I'll consider packing it in!
Cheers,
PK