Q: Healthcare is doing terribly. When this happens should one sell positions or just hold good companies into the decline knowing the tide can turn at any time. I have a hard time knowing if I should be selling companies in sectors that are not working and reallocating money to say financials or industrials. Thank you!
5i Research Answer:
Barring material changes to the companies in question, we would just hold through it. This is a bit of the give and take of diversification in a portfolio. When some things are working, others won't be working as well and healthcare held up relatively well through the height of the tariff drama.