Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the January 2019 edition.
Markets continued to move higher in December and even though the hit we took in September will take a long time to heal. On the positive side, the lack of panic in itself is good. Sector rotation has meant that we are seeing green shoots in selective sectors which weren’t affected to a large extent in the fall and hence are the one’s showing strength on our . . .