Marko Matinlauri @Spetvel: "March was a red month...."

Finland

March was a red month. No way around it. The portfolio closed at -6.2%, which reflects what the market gave us. These periods are part of the process, even if they don’t feel great in real time. This is usually where things get interesting. When prices drop, many investors slow down. They wait for things to “look better” before acting. Some step out completely. But that creates a gap. Because lower prices don’t mean the plan changed. They mean the same assets are now available at better levels. So we stayed consistent. We added to our positions in $ARG.PA (Argan SA) , $SYY (Sysco Corp), and $MSFT (Microsoft) during the month. Not trying to time a bottom, just following the same approach as before. And that matters more than the short-term number. Because every addition during a dip improves the overall position going forward. It sets up the portfolio for when conditions shift again. That’s the part that’s easy to miss when looking at a single red month. The focus stays on execution, not emotion. March is done. Positions are stronger. Now we move forward. Thank you for reading through. Feel free to follow me. You can start copying with 200$, to open all positions 600 $ is recommended. Further info can be found in a pinned post on my profile. $SPX500

Not investment advice. The author may have financial interests in the mentioned instruments.