Thomas Roddy @ThomasRoddy: "📉 𝗠𝗮𝗿𝗸𝗲𝘁 𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆: 𝗡𝗼𝘁 𝗮𝘀..."

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📉 𝗠𝗮𝗿𝗸𝗲𝘁 𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆: 𝗡𝗼𝘁 𝗮𝘀 𝗕𝗮𝗱 𝗮𝘀 𝗜𝘁 𝗦𝗲𝗲𝗺𝘀 📈 📊 𝗬𝗧𝗗 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 $SPX500 (SPX500 Index (Non Expiry)) : -5.08% 📈 𝗧𝗵𝗼𝗺𝗮𝘀𝗥𝗼𝗱𝗱𝘆: -0.78% 👍 Markets took a sharp turn these past couple of weeks, 𝗱𝗿𝗼𝗽𝗽𝗶𝗻𝗴 𝗮𝘀 𝗺𝘂𝗰𝗵 𝗮𝘀 𝟵% 𝗳𝗿𝗼𝗺 𝗽𝗿𝗲𝘃𝗶𝗼𝘂𝘀 𝗵𝗶𝗴𝗵𝘀, 𝗲𝗿𝗮𝘀𝗶𝗻𝗴 𝗮𝗹𝗹 𝗴𝗮𝗶𝗻𝘀 𝗳𝗿𝗼𝗺 𝗲𝗮𝗿𝗹𝗶𝗲𝗿 𝗶𝗻 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿. The steep fall was largely fueled by fears of a trade war and economic slowdown under Trump’s trade policies on Canada, China, Mexico, and reciprocal tariffs against India. Inflation worries, interest rate uncertainty, and geopolitical concerns also played a role, creating an environment of heightened volatility. Losing our gains from earlier in the year is frustrating. 𝗕𝘂𝘁 𝘄𝗲’𝘃𝗲 𝗺𝗮𝗻𝗮𝗴𝗲𝗱 𝘁𝗼 𝗰𝗼𝗺𝗲 𝗼𝘂𝘁 𝘀𝘁𝗶𝗹𝗹 𝘄𝗶𝘁𝗵 𝗮𝗻 𝗼𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗦𝗣𝟱𝟬𝟬, 𝘄𝗵𝗶𝗰𝗵 𝗶𝘀 𝗺𝘆 𝗴𝗼𝗮𝗹. That outperformance matters, and it’s a testament to our risk management and strategic positioning. 🚨 𝗣𝗮𝗻𝗶𝗰 𝗦𝗲𝗹𝗹𝗶𝗻𝗴: 𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗠𝗶𝘀𝘁𝗮𝗸𝗲 Many fall into the trap of panic selling in these situations. Over the past two weeks, I’ve lost quite a few copiers—which is understandable, but also unfortunate. If you are not comfortable with losing value in the short term, you should not be investing in equities. Instead, I’d suggest looking at fixed-income alternatives like bonds, dividend-paying stocks, or defensive funds. ⏳ 𝗧𝗶𝗺𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗕𝗲𝗮𝘁𝘀 𝗧𝗶𝗺𝗶𝗻𝗴 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 …is a phrase worth repeating. 𝗧𝗵𝗲 𝗺𝗮𝗷𝗼𝗿𝗶𝘁𝘆 𝗼𝗳 𝗴𝗮𝗶𝗻𝘀 𝗶𝗻 𝗲𝗾𝘂𝗶𝘁𝗶𝗲𝘀 𝗰𝗼𝗺𝗲 𝗳𝗿𝗼𝗺 𝗮 𝘃𝗲𝗿𝘆 𝘀𝗺𝗮𝗹𝗹 𝗻𝘂𝗺𝗯𝗲𝗿 𝗼𝗳 𝗱𝗮𝘆𝘀—𝘂𝘀𝘂𝗮𝗹𝗹𝘆 𝗮𝗳𝘁𝗲𝗿 𝗽𝗲𝗿𝗶𝗼𝗱𝘀 𝗼𝗳 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆. By missing just 10 of the market’s best days in the past 20 years, you would have made only half the gains of someone who remained invested the entire time! (Check out the graphic at the bottom of this post.) 🔥 𝗛𝗼𝘁 𝗦𝘁𝗼𝗰𝗸𝘀 𝗖𝗿𝗮𝘀𝗵𝗲𝗱 Two of the market’s hottest stocks, 𝗡𝗩𝗜𝗗𝗜𝗔 ($NVDA) 𝗮𝗻𝗱 𝗧𝗲𝘀𝗹𝗮 ($TSLA), 𝗱𝗿𝗼𝗽𝗽𝗲𝗱 𝟮𝟱% 𝗮𝗻𝗱 𝟰𝟬% respectively, hurting many investors who overexposed themselves to these names. This is exactly why I stay away from these kinds of stocks—their valuations are simply too sensitive to short-term sentiment. 𝗪𝗵𝗲𝗻 𝗮 𝘀𝘁𝗼𝗰𝗸 𝗶𝘀 𝗽𝗿𝗶𝗰𝗲𝗱 𝗳𝗼𝗿 𝗽𝗲𝗿𝗳𝗲𝗰𝘁𝗶𝗼𝗻, 𝘁𝗵𝗲 𝘀𝗺𝗮𝗹𝗹𝗲𝘀𝘁 𝗺𝗶𝘀𝘀𝘁𝗲𝗽 𝗰𝗮𝗻 𝘀𝗲𝗻𝗱 𝗶𝘁 𝗽𝗹𝘂𝗺𝗺𝗲𝘁𝗶𝗻𝗴. 📉 𝗧𝗲𝗰𝗵 𝗗𝗿𝗮𝗴𝗴𝗲𝗱 𝗨𝘀 𝗗𝗼𝘄𝗻 We weren’t spared from the correction either. Our positions in Twilio (TWLO), Google ($GOOG), Meta (META), and Microsoft (MSFT) were responsible for the majority of our losses. Despite this, 𝗜 𝗱𝗼𝗻’𝘁 𝗽𝗹𝗮𝗻 𝗼𝗻 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝗮𝗻𝘆𝘁𝗶𝗺𝗲 𝘀𝗼𝗼𝗻. I’m happy with our current exposure—𝘁𝗵𝗲𝘀𝗲 𝗮𝗿𝗲 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝘁𝗵𝗮𝘁 𝗜 𝗽𝗹𝗮𝗻 𝘁𝗼 𝗵𝗼𝗹𝗱 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗳𝗼𝗿𝗲𝘀𝗲𝗲𝗮𝗯𝗹𝗲 𝗳𝘂𝘁𝘂𝗿𝗲. 📈 𝗢𝘂𝗿 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗶𝘀 𝗦𝘁𝗶𝗹𝗹 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴 While the broader market took a hit, 𝗼𝘂𝗿 𝗱𝗲𝗳𝗲𝗻𝘀𝗶𝘃𝗲 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 𝗵𝗲𝗹𝗽𝗲𝗱 𝘀𝗼𝗳𝘁𝗲𝗻 𝘁𝗵𝗲 𝗯𝗹𝗼𝘄. 📈 𝗗𝗲𝗳𝗲𝗻𝘀𝗶𝘃𝗲 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗣𝗿𝗼𝘃𝗲𝗱 𝗧𝗵𝗲𝗶𝗿 𝗪𝗼𝗿𝘁𝗵 Not everything was red. Some of our defensive and dividend-paying positions helped offset losses: • 𝗕𝗧𝗜 (𝗕𝗿𝗶𝘁𝗶𝘀𝗵 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻 𝗧𝗼𝗯𝗮𝗰𝗰𝗼) → +𝟵% • 𝗨𝗡𝗠 (𝗨𝗻𝘂𝗺 𝗚𝗿𝗼𝘂𝗽) → +𝟱% • 𝗥𝗧𝗫 (𝗥𝗮𝘆𝘁𝗵𝗲𝗼𝗻 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀) → +𝟰.𝟱% • 𝗣𝗠 (𝗣𝗵𝗶𝗹𝗶𝗽 𝗠𝗼𝗿𝗿𝗶𝘀) → +𝟮% 𝗢𝘂𝗿 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻, 𝗩𝗘𝗨 (𝗮 𝗻𝗼𝗻-𝗨𝗦 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝗧𝗙), 𝗮𝗹𝘀𝗼 𝗵𝗲𝗹𝗱 𝘀𝘁𝗲𝗮𝗱𝘆, significantly reducing our exposure to Trump’s tariffs and US market weakness. 𝗧𝗵𝗶𝘀 𝗶𝘀 𝗲𝘅𝗮𝗰𝘁𝗹𝘆 𝘄𝗵𝘆 𝘁𝗵𝗲𝘀𝗲 𝗱𝗲𝗳𝗲𝗻𝘀𝗶𝘃𝗲 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗲𝘅𝗶𝘀𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼—𝘁𝗼 𝗮𝗰𝘁 𝗮𝘀 𝗮 𝘀𝘁𝗮𝗯𝗶𝗹𝗶𝘇𝗲𝗿 𝘄𝗵𝗲𝗻 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘁𝘂𝗿𝗻𝘀 𝘀𝗼𝘂𝘁𝗵. 💪 𝗥𝗲𝗺𝗮𝗶𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗲𝗱, 𝗥𝗲𝗺𝗮𝗶𝗻 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗲𝗱 I’ll refer again to the graphic at the bottom of this post—𝗺𝗼𝘀𝘁 𝗺𝗮𝗿𝗸𝗲𝘁 𝗴𝗮𝗶𝗻𝘀 𝗰𝗼𝗺𝗲 𝗮𝗳𝘁𝗲𝗿 𝘁𝗶𝗺𝗲𝘀 𝗼𝗳 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆. With the market recently at all-time highs, making investment decisions can feel tricky. 𝗕𝘂𝘁 𝗜 𝘀𝗲𝗲 𝗮 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗼𝗻 𝗹𝗶𝗸𝗲 𝘁𝗵𝗶𝘀 𝗮𝘀 𝗮 𝗴𝗼𝗼𝗱 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝘁𝗼 𝘀𝗰𝗮𝗻 𝘁𝗵𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 𝗳𝗼𝗿 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 𝗱𝗲𝗮𝗹𝘀. Ideally, I’d like to have a portfolio of 30-40 assets, but recently I’ve been 𝗹𝗶𝗺𝗶𝘁𝗲𝗱 𝗯𝘆 𝗵𝗶𝗴𝗵 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 and a lack of acceptable investments (I’m very picky). That said, I’ll be keeping an eye out for undervalued opportunities that fit my investment strategy (Check out my pinned post for details!) and will keep you updated with any additions. 🚀 Stay the course. Stay disciplined. Volatility creates opportunity!

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