Narrowing or increasing exposure is an important pastime in trading .
Personally I am all for doubling down or up , when appropriate . For instance this week I doubled down on BKSA and yet last week I doubled up on HCP .
Current Portfolio ;
LED PTV PPG OPTI MAFL PLMO OXS BKSA ENV HCP PFP
Number 1 being four times larger than number 10 .
The market seems to have returned to parity for the year as expected . I still expect Santa to be absent this year for his rally .
Gold still heading towards $1000 , slowly .