Sectoral performance check

The AI bubble question Whether AI is a bubble matters less than whether you are behaving like one

Look once a year, not daily Your portfolio needs one careful look a year, not a daily glance at the red and green

Mostly vanity, occasionally the taxman The new regime ended the old March scramble over tax-saving; the instinct behind it has merely moved up the wealth ladder

For once, I am not telling you to ignore the news I make a living telling you the headlines cannot help your portfolio. This time, I find I cannot look away.