Lena Birse
United Kingdom
Dear Copiers, Markets have been in turmoil due to the war in Iran. Oil and gas prices have risen sharply as concerns about energy supplies spread through the markets. Unsurprisingly, stocks have been selling off as inflation worries return to the spotlight, with investors concerned that potential supply disruptions could cause inflation to rise again. However, technology stocks did see a rebound earlier this week, suggesting that investors are largely looking beyond the war for now, as financial results prior to these events had been quite strong. That said, if this war escalates or continues for an extended period, conditions could become more challenging. Oil prices may rise further, and stocks would likely decline. My strategy does not react to market cycles or major global events. During COVID, I did not sell a single stock, and this buy-and-hold approach proved highly effective. It helped me achieve financial freedom in 2024 when the stock market fully recovered, allowing me to clear all my mortgages. We hold a basket of excellent companies that I believe will generate substantial profits in the future. All we need to do is remain patient and stay invested. Sincerely, Lena 05/03/2026
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