Absolutely nice time to shuffle your portfolio as I was indicating.
I have moved a wee bit from Page to PI Industries just to even out a bit on the allocations and as I build my conviction on PI.
I do not generally hold cash and stay invested 100%. So at these times, the best I could do is sit silent if my portfolio allocation is as per my expectations or tinker it to suit my required target.
As per the observation it looks like though the market levels have stabilised, price damage is happening is few stocks.
My disclaimer holds as always. I think there should be a thread level disclosure so members need not mention their disclosure with every post.
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