A bit chicken, switching back to convertible bonds and waiting it out.

PortfolioAlert · 2026-03-25T02:48:38+00:00

Power stocks held onto this year's profits, and the convertible bonds have also fallen about as far as they will. The targets that you didn't dare buy before have dropped back to around 130, so you can switch back in now.

PortfolioAlert

2026-03-25 02:48:38

The electricity sector has secured this year’s profits, and convertible bonds have almost bottomed out. The stocks I was hesitant to buy earlier have fallen back to around 130, so I can re-enter now.

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