Still uncertain about the market, but tech is powering ahead:
- Cut back my gold position, due to rising economic growth and rates. This probably reverses in the next few months. I am looking to buy it back again.
- Tried to add some growth. Added small amounts of Q's and Korea (EWY) last night: only 0.5% each as they didn't dip enough.
- Still holding bitcoin at my max position of 5%. Not trading in and out yet, as its going up so strongly.
- Missed the chance to add to copper a few days ago.
I'll look to buy more growth on dips. As trades. It could end in a month or two.
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