This morning we got the gap close we have been waiting for. Using this as an opportunity to slowly start averaging back in (ISA & SIPP portfolios) as I am very underweight (current 21% vs. circ 70% total equities target). Suspect/hoping we still get better levels, but happy to start ticking away here after going underweight early last week.
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Used today's dip to continue to average in
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Taking profit on 25% here
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Bought back + more on Friday's month end sell off
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Taking profit on 33%
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Took some more off late Friday afternoon
Slowly scaling back in this morning
Slowly scaling back in this morning
Comment:
Taking profit on 25%