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🍿 I'm curious
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@lawinvest me too, especially all the capital that is not yet invested and could flow into the market and is now chasing the market. I'm really curious to see what happens now, the market is pretty robust. 😁
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@BamBamInvest The question that arises for me: I have now pumped a lot of capital into the market and am considering whether I should then build up some cash again, because this is certainly not the end of the customs story
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•@lawinvest that's how I see it too, but that doesn't mean that everything is "good" - the tariffs will have an impact and I expect volatility to rise in the summer/autumn. Building up some cash is certainly not bad, but I wouldn't get out of long-term positions completely. But you see what happens, you can't time the market and it's really difficult to get back in. Look at how negative the sentiment was, how many people got out and are now chasing the market. That's why I almost always stay fully invested.
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@BamBamInvest Yes, I'm certainly not going to get out completely, but I might cut back a little on some positions.
I am currently violating, or scratching, my self-imposed limit of a maximum 10% portfolio share for some positions. Such positions will certainly be trimmed a little now if what I expect happens 😄
I am currently violating, or scratching, my self-imposed limit of a maximum 10% portfolio share for some positions. Such positions will certainly be trimmed a little now if what I expect happens 😄
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•@lawinvest do it 😁 stay true to your investment strategy ✌️Vola is pre-programmed with Trump
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4Mes
@BamBamInvest I think🍑& Friends are the only ones currently timing the market😅
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•@Yasin21 where you're right, you're right
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•@lawinvest I will also take profits on some positions. It is currently impossible to predict what will happen and having some cash in reserve is not a bad thing. Above all, I can finally further reduce my cluster risk from $NVDA.
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