Lain McNeill
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time to reshuffle the deck
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Up until this point, my Strategy Lab portfolio has closely mirrored my personal portfolio. The gains have been good, but certainly nothing of the caliber that can wedge me into the Top 25 performers. The market has been a little wishy-washy in recent weeks and my portfolio (or at least 50% of it) has effectively stalled. I continue to believe we're going to see some near term instability due to skewed perceptions and headlines (and perhaps a little reality), but on the whole I'm quite bullish for 4Q. Over the next few days, I plan to reshuffle my portfolio - keeping my hands firmly on my leaders (as they're still working), but pulling in a few stocks that will warrant closer attention on a day-to-day basis. This will likely include some small/mid cap names, as well as some specific emerging market stocks (as opposed to ETFs). What better way to take advantage of days like today when the market slips on BoA earnings than to step in and cherry pick through the carnage. | ||
