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Stocks A to Z / Stocks B / BYD (BYDDY)
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Author: Blackswanny   😊 😞
Number: of 113 
Subject: Re: Byd, has traded well this month,
Date: 02/02/2023 2:58 AM
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Ideally a 10 x 10%. The problem I have is finding suitable opportunities outside of my top 3, I start to lose conviction. So perhaps 50% S&P and c5 individual holdings.

At the moment BRK is my S&P, if the index falls closer to long term valuation averages I may add this rather than sell BRK.

Other than that I'm BABA 15% Alphabet 15%, Meta 7%, Tencent 7% and smaller holdings of Prosus, Dis and Intel.


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