Q: Thanks to your reviews I bought XTC Exco a while back and have done very well with it. Its recent announcement has given a nice bounce to the stock today and I wonder if its getting ahead of itself.
Its now 6% of my portfolio and its been my policy to start to trim back although with this one I'm considering letting it run up and trim back at 8%. My time horizon is 5 years plus.
Would appreciate your thoughts and do you see any change in your current rating.
Many thanks
John
Its now 6% of my portfolio and its been my policy to start to trim back although with this one I'm considering letting it run up and trim back at 8%. My time horizon is 5 years plus.
Would appreciate your thoughts and do you see any change in your current rating.
Many thanks
John