This post shows how imbalanced my portfolio is. Some would sell off the top and add to the bottom my goal is to just add and eventually everything will be where i want it to be. I am sure not going to pass up a bargain in an over section just as i wont buy just to buy on a lower section. Telecoms was one of the biggest gainers. I sold a stock in Industrials that was bought out. so that one dropped but i think overall the portfolio is heading in a nice direction. Tech is hot it seems like so naturally that one is going to be out in front.
Tech and banks have been hot it seems like so naturally those are going to jump up. as i add in differnt sectors I expect others to come up and close the gap over time.
How is your portfolio? pretty balanced? Out of balance? Let me know in the comments