Subject: Re: Growth Stalwarts marked down
I thought I was going to sit in cash but I've found quite a few companies of interest trading at attractive valuations and 5 and 10 year lows. More diversified than usual in 10-12 stocks presently.

UK, US and China with roughly a third in each region.

Everyone is watching Invidia, Alphabet the Nasdaq / S&P500. If you look elsewhere there's opportunity a plenty.

Happy days!