Jun Bei Liu on what to hold now, and what to buy in a sell off

With the market tracking sideways for several months, investors are starting to bide their time, waiting for a sell off. In the meantime though, what do you want to hold?

Tribeca Investment Partners' portfolio manager Jun Bei Liu has suggestions for a lacklustre market, including:

• The stock she’s dying to buy, if it falls 20%
• What she’s sold short, and now holds long
• Shares that just keep on delivering, and
• Signs to watch out for, if you’re thinking of selling.

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