Q: Hello, Peter and the team,
I hope you have had a restful week end. Reviewing my portfolio I noticed that I am under-weighted in IT sector (about 3% holding GIB.A), and am thinking to add either CSU or OTC. What do you suggest between them based on risk/reward point of view, or you have other name to suggest for one to two years of holding time? Thanks,
Lin
I hope you have had a restful week end. Reviewing my portfolio I noticed that I am under-weighted in IT sector (about 3% holding GIB.A), and am thinking to add either CSU or OTC. What do you suggest between them based on risk/reward point of view, or you have other name to suggest for one to two years of holding time? Thanks,
Lin