Three stocks, three problems — and why I’m not panicking

Daily Maverick | 17.05.2026 17:59
I have a diversified portfolio where most positions are a 2% allocation and only a few individual positions are more than about 5%. This is a deliberate decision that helps me ride out volatility. It also gives me space to add to positions that have been sold off by the market – provided it makes sense to do so.