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Consumer Cyclical and Transportation
u/Difficult-Level7038 · Reddit — r/ValueInvesting ·
January 14, 2026 at 22:21
· 💬 1 comments |
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AI Summary
Original Reddit post
No qualifying author-owned investment thesis.
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Is it foolish that I combined consumer cyclical and transportation in my port recently? I feel like I'm losing out because transportation has been doing so well, but it frees up some money to put in industrials, metals, etc
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