Financial Mail

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

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