Why put your money on 'defensives' when you can put it in on a long-term energy revolution boom? I started building a portfolio in Sept 2015, mainly asx 'bluechips' but have since moved out of most of those into Li/Co/Ni stocks. My Li/Co/Ni is up 50% compared to 25%. No points for guessing my biggest 'defensive' loser... starts with a T.
The sky could be the limit, page-98
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