Ah yes that's the lessor spotted Jelly fish tree......only kidding I haven't got a clue, I had to click on it because I thought it was floating!
It will be a volatile week in the markets, volumes will be high and I suspect there will be a rotation into the more defensive stocks, dollar and gold by any means necessary.
The stocks that I mention are mainly shares I trade with, so not really big positions as such.
I did add to MS International the other day, as I wanted some exposure to the defence sector.
Every now and again I might flag up a share I also hold, but to be honest I try to keep my maximum holdings below 15% in any one stock. They average around 5%.
My biggest positions are actually in trading group CMC Markets, which I believe could benefit from the volatility.
Then there is Alumasc which specialise in building products for water management. A little obscure but an area of consistent interest from the building industry - especially in the UK where the national water companies have their own set of huge issues.
That's a smart approach keeping max holdings below 15% helps keep risk in check, especially in these markets. I’ll definitely look into Alumasc, never really dug into the water management side of the industry before, appreciate the insight.
Ah yes that's the lessor spotted Jelly fish tree......only kidding I haven't got a clue, I had to click on it because I thought it was floating!
It will be a volatile week in the markets, volumes will be high and I suspect there will be a rotation into the more defensive stocks, dollar and gold by any means necessary.
haha..I appreciate you for reading this post.! I too have opened a few small positions in defensive stocks.
Do you have any large positions in the ones you mentioned?
The stocks that I mention are mainly shares I trade with, so not really big positions as such.
I did add to MS International the other day, as I wanted some exposure to the defence sector.
Every now and again I might flag up a share I also hold, but to be honest I try to keep my maximum holdings below 15% in any one stock. They average around 5%.
My biggest positions are actually in trading group CMC Markets, which I believe could benefit from the volatility.
Then there is Alumasc which specialise in building products for water management. A little obscure but an area of consistent interest from the building industry - especially in the UK where the national water companies have their own set of huge issues.
That's a smart approach keeping max holdings below 15% helps keep risk in check, especially in these markets. I’ll definitely look into Alumasc, never really dug into the water management side of the industry before, appreciate the insight.