great read 'no surprises':
i tend only to buy smaller companies, when we are entering a and in a bull market and / or in the sharemarket season (december to may)!
my favourite stocks are acb bit ags ccu dyl ivr meu neu pen pdn toe and yet i only hold them around a quarter to a third of the time!
notwithstanding such imo smaller companies are going to do great over the next few years, especially in:
silver
uranium
ree
phosphate and potash
as well as grain and soft etfs
otherwise i stick to quant type hedge funds:
typhoon options fund
kijani commodity fund gbp
fidelity life options portfolio, when government bonds are stable
and commodity etfs
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