📢 Portfolio update
De onrust in de wereld zorgt voor flinke schommelingen op de markten. Dat voelen we ook in ons portfolio. Year-to-date staan we in de min. Dat is niet leuk, en daar draai ik niet omheen.
Maar dit hoort erbij. Markten bewegen nu eenmaal in golven. Op dit soort momenten neemt emotie het vaak over van verstand. En precies dán ontstaan de kansen waar we al een tijd op wachten. Aandelen die al lang op onze watchlist staan, komen langzaam op interessante niveaus.
Het belangrijkste nu: blijf rustig. Laat je niet leiden door angst. We hoeven niets te forceren, maar we moeten wel scherp blijven. Mooie kansen zie je alleen als je het hoofd koel houdt.
Deze fase gaat voorbij. Dat is altijd zo geweest. En straks wil je niet terugkijken en denken: had ik maar. Juist in periodes als deze worden de beste beslissingen genomen.
- Jasper
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