Hi
Wondering if we could share and exchange our investment portfolio plans going forward, and discuss your positions. For me, I typically avoid the noise and pay more attention to the macroeconomic trends and industry trends. I have two portfolios - one geographically aligned and the other by industry. By geography I am invested in China, India, Indonesia, and Latin America. While by industry I am invested in Energy, Technology (not websites or apps), Biotech, Pharma, Aerospace and Defense - most of these are in US and Europe corporations.