Tablets and tablets 2

In Tablets and tablets I described our Healthcare fund and mentioned I would then blog further about our Technology fund. In Buy and Hold I stated that we had sold 50% of our equity holdings as we felt the market had come too far too fast and was due a setback. Our Technology fund was one of those we sold, deciding to keep the profit rather than risk losing it. The fund had performed very well since October and when some of this over-exuberance has left the market (we are already seeing this) we will be ready to buy it again. So for now I won’t blog about why we chose it. That is already history.