a newbie …
i see good names in your pf.
i find good mix of Power,PSU and Financials.
Chemicals …i think, have been out of favour for more than an year and i dont see too much risk there.
overall i dont find it too risky !..a newbie’s opinion…Amen.
Thank you very much…will continue to hold
Agreed that chemicals are but risky…may be there could be some improvement in one or two quarters. Q on Q results shows some promise for many companies. That’s why i am getting a feel that worst is over for Chemicals.
Make a spreadsheet & add columns for % of allocation, what triggered the investment & what is the exit strategy. Without these details, it looks just like a lucky dip.
Thank you. Will do so. I do not have an exit strategy. Will have to device one.