RE: Macro picture.19 Jul 2021 13:35
Alottolearn - a mix of main and aim markets there. I am/have been in 11 of the stocks you list and hold 19 stocks currently. Timing seems to be key and patience. Picking your exit point could be key to doing well and don't follow the crowd (it is hard though). Charts, sentiment, rns's play a part. Spotting the 'lifestyle' stocks is hard but also helpful. Only 3 of my PF are currently show a gain (DEV, EUA and GGP) with DEV currently giving me the best return on paper (average there at 3.9p).
Biggest losses on paper so far, for me, are in COBR and ARCM. I think I know why they are down which helps hanging on so overall not concerned about those two. I have to say I don't know why the last 6-7 months have been so poor, I think there are some political tensions out there that might be part of the problem, bitcoin is having some impact too.
You are not alone with having a varied PF and experiencing lots of reds though. As always GLA, Dan.