What do you think in your portfolio?
Let a company with terrific management theme. It was very focused on creating an opportunity . What they have been able to do is nothing short of phenomenal. When you find those great business with long run growth you should hold tight. They will keep creating value.
I read somewhere that markets always overestimat the rate of change in the sort term and they underestimate in the long run.
You are of the view that there are more oppotunities in the small and midcap stocks. Just because small and midcap stocks have fallen off the cliff right now. You are not looking at changing in your portfolio and you are happy to commit to your existing stocks more.
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