I started my trading at late 2001.
2007 I did good, 30% up. This year until now is the best year for me.
...
And most my stocks are in mining equipment, drug, agri sectors, which I view is resession resistance.
As we all know, investing is an ongoing process. Depending on what sector we are in, we may be in-sync or out-of-sync with the market. Since the bottom in late 2002, I have had many good years, in fact even better than the market, so have to give back some this year. This is OK.
In my active stock picks, I also have some fertilizers, agriculture, oil drillers. They have been doing well, but being diversified, I try not to have too much of them. Else, I could boast some nice returns, instead of negative. If I have guts to place heavier bets, I would do better. However, I told myself that it was better to make smaller plays, to build experience. Nearly 10 years later, I don't know if I am getting better, but I am sure I am getting tired.
What was that pssst again? I kept reminding myself to check it out, but posting mumbojumbo here takes all my time...
PS. The above sectors are showing sign of cracking... I am not mentioning those for anyone to buy. No single stock nor sector is invincible.