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No. of Recommendations: 3
just wondering if it will be silly to switch out of my portfolio at the very bottom

Hi Bella, if I were in your shoes (and in a way I am in a similar position), I would choose to let the strategy run for longer, presumably the sector rotation will reverse and growth will return to being in demand. I shall wait a while longer before making strategy changes to avoid crystallizing losses. Naturally if I observe that the underlying business metrics are showing under performance, then those holdings get chopped and money gets freed up

Best of luck to you
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