Q: Odlum Brown has just recommended to sell CME and replace it with BLK. Seems like an odd time to sell CME as my understanding is that the recent increased volatility should be good for it, which is likely why it is actually up over the recent period!!
BLK also looks good, especially after its recent pull back.
I currently have 2% of my portfolio in CME but do not have BLK.
Would 5i support holding CME and initiating in BLK or does it seem reasonable to exit CME on its recent strength and pick up some BLK? I have 15% of my portfolio in financials at the moment.
C.
BLK also looks good, especially after its recent pull back.
I currently have 2% of my portfolio in CME but do not have BLK.
Would 5i support holding CME and initiating in BLK or does it seem reasonable to exit CME on its recent strength and pick up some BLK? I have 15% of my portfolio in financials at the moment.
C.