At times like these it seems very important not to panic and be spurred into selling at a loss but to try to keep calm in the face of the sell off and await for opportunities to emerge. But what are those likely to be? Commodities will be slow to recover, there will probably be some good buys in banks. However the gap in my portfolio that I will look at plugging is in health care, maybe RHC or CSL? I am still looking to go more international as well via funds, probably Magellan.
