Share data is welcome
Thanks for the great cover story to start the new year (Hot stocks, Cover Story, January 814). A number of hours of great reading.
How about a follow-up, say once a quarter as things change?
Regarding the IT sector, I accumulated a rather large quantity of Adapt IT shares many years ago at an average price of 50c and kept them because of the generous dividend they paid at the time. With a 70% increase in price in 2014 I now find myself with a bit of a problem.
My investment portfolio is now rather lopsided as I hold EOH and Naspers as well. It would have been worse, but I ditched Pinnacle last year before the wheels really came off.
Should I be worried that around 50% of my investment portfolio is IT-related? Mike Martin, Kernkrag