My portfolio earned 23% in 2021 vs about 17% for the FTSE 100 and 30% for the S&P 500 in sterling terms (all including dividends). I bought some more SEDY in October but otherwise left it alone.
BRK-B and Barclays returned about 30% while Aviva prefs and Plus 500 did nothing.
At the end of the year BRK-B were about 57% of the portfolio, SEDY and NWBD 12, Barclays 9, Plus 500 7, Aviva prefs 4.
I don't see many tempting avenues for investment right now, and if nothing changes over the next 12 months I'll probably just reluctantly stick more money into SEDY and possibly also some more Aviva prefs or similar.
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