In a recent Market Update, we explain that we are adjusting our accumulation strategy after the recent surge in valuations.
We will continue to make steady weekly additions as long as prices remain opportunistic. However, we are becoming increasingly selective to position our portfolio for maximum reward in the recovery:
Some investments will recover faster and stronger than others. Right now, we invest on average in only one company out of 10 analyzed opportunities.
We are particularly bullish on the REIT sector which currently presents great value in comparison to traditional stocks and bonds.