RE: We may see a price drop tomorrow5 Nov 2021 13:22
I dont understand why we have so much Moderna to be honest, how far it can go, the only possibility to go much higer is the next big thing, egcancer drugs using MRNA technology, which could take years and only small change of success. I mean it's fine to keep Moderna in portfolio but should be at smaller percentage. It looks like a big gamble for me to have 9% Moderna.
I feel nervous investing on SMT and Positive Change due to that, not only today or yesterday but since it's the biggest holding, but both have performed so well and I will stick to them.