I think you started off by contemplating an exposure in this sector. This is s discussion of views, not financial advice. At the end of the day you are either bottom picking or let the trend takes you in.
I’m comfortable with no FOMO as bottom trawling in unloved sectors doesn’t suit my investment personality anymore. This is not me saying you cannot be profitable with this strategy.
If I had funds I don’t care about losing then I would be looking at a punt but unfortunately I need all my funds to be working hard on cap gains in the least possible time.
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