Guesswork is not the best way to put your hard earned money to work.
I think the last two years have upset the standard guides in some sectors in the REITs and other industry. The repair to the balance sheet and free cash flow seems to have started but still has a very long way to go to get a solid trend started to have firm convention. Also the smaller cap stocks appear to be quicker in recovering than the larger competitors. this is only a snap shot just for now but tomorrow new events can change the outlook. In other words too much guesswork being graphed out to infinity to based buy, hold or sell opinions. There are so many opportunities in this and other sectors that there is no need to rush in and buy so much uncertainty regardless how famous the guru is. Very intense review and research , more so than ever before , to cope with the battlefield landscape still a wasteland with only the very tiny young green spouts popping up to view. Comparison to competitors in a sector but also to other industries to discover which stocks are ahead or behind the overall trend for the rest of 2021/2022.
Too many yesterday favorites are not as secure as they were before and are now trying to recover their prior status. One size fits all is so wrong for today's markets. So like it or not you need to exercise the little gray cells to their limit or inflation and new agendas will leave you far beyond the crowd. Inflation is becoming a real threat . All of the above seems too obvious and evident and yet not many stock reports or TV editors seem to want to come and point out the new brave investment world ahead of us. Sticking to business as usual is standing on wet quicksand instead of rock. Guesswork is not the best way to put your hard earned money to work.
Personally my portfolios have been scaled down with only the very best choices kept under intense surveillance.