yeah for my part I do focus mainly on biotech. when I started I tried to follow the advice of diversified portfolio, different sectors etc but have slowly figured out that I have no clue about all the global economic and political factors that influence a company like bhp or the banks. i find biotech interesting, and for example I can understand that ftt's coming trial readout has the potential to be a large catalyst for the company. so these days I break prettty much all the rules about eggs and baskets (although I still have some that I try to adhere to). and it seems to be working well enough fingers crossed for the coming results has been a very interesting story since the company turnaround.
FTT Price at posting:
7.3¢ Sentiment: Buy Disclosure: Held