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I am aware of the risks.

You are no doubt someone that sold for a loss and are now desperately hoping you don't miss this running up. I'd imagine you are okay - until about the end of March.

But your sudden change in sentiment reinforces the value potential of this - let's face it nothing has fundamentally changed for you to sell, you just became inpatient but feel free to clutch onto that fund selloff story if it fits your narrative. Personally, I'd have chosen slowing global growth and the impact it will have on oil price - much more credible risk.