As they say in Top Gun - "Its doesn't get to look any better than this". Today I tell you a story about the Tech Boom and brag about our performance. But don't worry, I'm not stupid, I know this could all fall over in an instant and we will not be bragging about underperformance when it does. But we do need to recognise that we are having an extraordinary stock market "Moment" and I thank the Lord the Team has exploited this as an opportunity not been paralysed by it as no doubt many fund managers were. Today in the strategy piece we look at how to handle the risk of a sell-off, the sectors we're in and a couple of stocks we have added.
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