With the number of retailers closing across the southern hemisphere surely an allocation to this sector higher than 20% would be a personal private investor choice. But i dont think any fund manager would be brave enough to go any higher than that or even come close to it unless they were overweight an a major brand.
topped 6 dollars 4 X in the last n years.. each time it reach those highs it was a sell. stayed up there for very very limited time.
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