- A bunch of Industrial and Consumer stocks up 3-5% Croda $CRDA +5% Brown-Forman $BF.B +5% Pernod Ricard $RI +5% Diageo $DGE +4% Greggs $GRG +4% Bunzl $BNZL +4% Otis $OTIS +3% Also: Rémy Cointreau $RCO +9% No apparent reason, except some people really want to get out of Software
- If you think the Software sell-off is wrong, then today is a very good day to start euthanizing your portfolio's bed blockers
- "Quality"-focused long-only portfolios have a self-healing power, because the positions where you are right get larger and the mistakes get smaller But, if you cap the no. of positions to be concentrated, the mistakes take up valuable slots You must sell your mistakes
