a little bit of thinking, page-3

I am feeling a bit like Guohuo SBL. I have about 70% of my portfolio in SLR- which is basically all my eggs in one basket, so I've also broken the golden rule of investing.

However, I have rationalised that if SLR comes off I will make a lot of money, whereas if it doesn't I might lose half of what I invested and all that means is I won't be able to buy that nice car I had my eye on.

I think sometimes in life, one needs to take a calculated risk to make money. If I had diversified, the risk would be lower but the returns in turn would have been low to moderate and whats the point of that.

If I get burnt with this strategy- will never ever do it again. Once burnt twice shy as they say.

The price action has been very strange. Like a falling knife when POG is rising and following a very recent AGM where SLR management were brimming with confidence.

I worry that the selling is off insider information that something hasn't gone according to plan.