There's been so much volatility even an investing-chump like me has managed to do okay out of it. Made some big (percentage) gains buying stocks like SU, TCL, BPY, and NLC when they were at their nadirs. The first 3 all have really strong dividends at those valuations too, so no need to sell anytime soon.
Picking winners going forward is a bit tricky as the market seems so emotional and reactive at the moment. I can totally see the big surge from the vaccine news ebbing away as people realize that - while it's on the horizon - a return to full normal won't happen until the latter months of 2021, with lots of ongoing economic harm in the meantime.
At the moment, I'm still bullish on gold but am hoping for a bit more of a dip before the new year. CEE has been my favourite there as they've got no debt and a good dividend, but waiting for some news tomorrow re the state of their major mine. REITs also still look attractive to me, and I'd definitely buy further into BPY if it slips. Other interesting ones are REI and MRT, the latter of which could double from its present value, but not likely until sometime next year when shopping malls recover further.
Great to see others' picks. I think there's a few - particularly in entertainment/travel - that are likely to yo-yo as optimism wanes/returns over the next few months. Might be a good opportunity to engage in some repeated trades as things fluctuate.
Definitely harder to tell where things are going to go from here than it was a month ago though when so many stocks were beaten down.
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