Sector Rotation is real! What can you do now?
The good things is; a rotation are not a signal of a bear market. But it also does not signal a bull market for the sector that are green. We need a diversified portfolio to benefit from sector rotation.
I am heavy in tech, about 50% but also has another 25% in banks and another in Singapore reits since last year. Banks are gaining while reits dip slightly.
I am taking small position profit on banks stocks and reposition it into some other tech company that I don’t currently hold in this dips. Bigger company like $Microsoft (MSFT.US)$ and $Meta Platforms (FB.US)$ continue to have good revenue and don’t look to be disrupted anytime.
Note: don’t double down on risky tech stocks without revenue yet. There is no confirmation of reversal, best to wait if you already holding some risky play.
If you doesn’t own any bank stocks, I don’t recommend to go in yet. Wait for the next dips or correction before allocating some fundinto it.
I am taking small position profit on banks stocks and reposition it into some other tech company that I don’t currently hold in this dips. Bigger company like $Microsoft (MSFT.US)$ and $Meta Platforms (FB.US)$ continue to have good revenue and don’t look to be disrupted anytime.
Note: don’t double down on risky tech stocks without revenue yet. There is no confirmation of reversal, best to wait if you already holding some risky play.
If you doesn’t own any bank stocks, I don’t recommend to go in yet. Wait for the next dips or correction before allocating some fundinto it.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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