What are your recent stock sales & purchases & what theme(s) are you following? I fear that impending inflation may be higher & may linger longer than the central banks seem to be suggesting. So, I think equities may be in for a tough, rest of the year, at least. Having done a fair bit of reading, I have sold a significant proportion of my equities for now & have bought the following:-
BlackRock World Mining Trust plc Invesco Bloomberg Commodity UCITS ETF Invesco Consumer Staples S&P US Select Sector UCITS ETF L&G Battery Value-Chain UCITS ETF
I have gone in pretty hard on this theme. I am also holding a fair proportion of retail bonds & cash. I was fortunate to buy the retail bonds at a time that decent yield were available.
Submitted May 28, 2021 at 07:35AM by warrior_321 https://ift.tt/34xgWW9
