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For my case, holding power is there. My primary concern would be to make as much return as possible from this present investing landscape. There are two leg to this covid 19 theme, steepening of the pandemic curve and there after, flattening of it. Companies whose performance correlate positively to either leg exists. I intend to invest based on this theme in the immediate short to medium term..
I did one crazy thing. When covid 19 was declared pandemic, I adjusted my portfolio to consist of top glove shares only. Bit the bullet and realised all my losses resulting from change in govt policies post ge 14. As of yesterday, I’ve avenged all my losses.
