Sorry I have not blogged for a while. I am still a buyer of dips. The long term S&P bull market channel is still intact, valuations are not stretced and I have been adding longs into the dip. Particularly still favour high yield stocks like Vodafone, AstraZeneca, National Grid etc. But I have also been adding holdings in growth sectors, mainly large caps in the US, like Cisco and Intel.
I will update further over the coming week
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