Quote:
Originally Posted by Muta
The market has been volatile for the past 1.5 years to the point of pure confusion and irrationality. Things going down when they should be going up, and vice versa. Research your companies and do your proper due diligence on them. If you like what you see, invest. Almost every time, patience is key. If the company has good fundamentals, you'll see results in the long run.
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I'm just a lowly retail investor, but to me sector selection is even more important than company selection. It's always good to try to find the best individual companies regardless, but if you get the overall sector trend wrong, you're going to be fighting an uphill battle. Personally I think you have a much better shot at success investing in a good company in a sector with a bullish trend at the bottom of its cycle, than a fantastic company in a sector that's already firing at its peak. Personally, I don't need to find the
best player on a winning team... I just need to make sure I'm on the winning team.
There is pretty strong sector rotation from Growth/Tech to Value underway. It doesn't meant that there aren't great companies in Tech right now (or a good time to start looking), but chances are it's going to be a much tougher slog over the next couple of years.