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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (19229)5/20/2004 9:51:17 PM
From: Spekulatius  Read Replies (1) of 78490
 
concentrated in metals, biotech and lowprice story
Your portfolio is concentrated in volatile sectors that are now perceived to be risky. Investors right now are pulling money out of all sorts of risky investment, from emerging markets to penny stocks, basic materials to junk bond. Those were exactly the sectors that were yielding the best returns in 2003 and now it seems that investors are gearing more towards capital preservation. Time to buy Pfizer?
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