Incidentally, VOD was my biggest holding in early 2010, while GSK was my biggest holding a year ago, and TSCO today.
It'll interest you to know that at the time I made them my largest holdings (i.e. taking them from about 6% of portfolio to about 9%), both my VOD and my GSK holdings were showing "paper" losses of 15% on the shares which I'd bought up to that point.
So the moral of the story is: be right and sit tight.
