Agnieszka Nowak
๐‡๐ข ๐ž๐ฏ๐ž๐ซ๐ฒ๐จ๐ง๐ž. ๐ˆ ๐ก๐จ๐ฉ๐ž ๐ฒ๐จ๐ฎ ๐š๐ซ๐ž ๐š๐ฅ๐ฅ ๐ก๐š๐ฏ๐ข๐ง๐  ๐š ๐ ๐จ๐จ๐ ๐ฐ๐ž๐ž๐ค ๐š๐ง๐ ๐ฌ๐ญ๐š๐ฒ๐ข๐ง๐  ๐ฌ๐š๐Ÿ๐ž. I want to share my thoughts on what is happening in the world right now and what it means for our portfolio. If you turn on the TV or look at your phone, you can see that the world is in a very crazy place. Things are changing so fast. Much faster than we are used to seeing. One day there is one piece of news, and the next day it is completely different. Because of all this, nothing feels certain anymore. In the past, we could sometimes guess what the stock market might do. But right now, trying to predict how stocks will behave is worse than ever (I know it feels that we are saying it every few months). It is almost impossible. The old rules just do not seem to work when the world is moving this fast and everything is so unpredictable. Because of this wild situation, I want to tell you my plan. I am not trying to rebalance my portfolio to fit the current world situation. I am not going to sell things and buy new things just because the news changed today. Why? Because when things change this fast, trying to catch the perfect moment is a very bad idea. If we try to jump in and out of the market, we are just guessing. And guessing with our money is dangerous. I have learned that making fast changes based on the daily news usually ends up hurting us in the long run. The market is just too crazy to time perfectly right now. Instead of running around and panicking, my approach is to just stay calm and be patient. I am keeping the stocks we already have. I chose these companies for a reason. I believe they are strong businesses. I believe they will grow over the next few years, even if the world is a bit messy right now. We want stable, long-term growth. We don't want to play a risky game of chasing quick money. However, being calm does not mean I am ignoring the problems. I know that things might stay bumpy for a while. We might see more red days in the market. So, here is what I am planning to do in the future. Right now, I am just waiting. I am letting the market do its thing. But, once the market gets a bit better and some of our stocks bounce back - especially our technology and financial stocks - I will take some profit. I will sell a small part of those stocks. I want to do this not only to take some profits but also to gather some cash. Having a good amount of cash in my account is really important when the world is unpredictable. It is like having a safety net. If we have cash, we don't have to stress if the market goes down again. We will feel safe. Also, having cash gives us power. If the market drops suddenly, we will have the money ready to buy great companies at a cheaper price. We won't be forced to sell our good stocks at a loss just because we need money. Cash gives us peace of mind and flexibility. So, for now, the name of the game is patience. I am watching the market every single day. I am reading and analyzing. But I am resisting the urge to click the 'sell' or 'buy' buttons just because everyone else is panicking. Sometimes, the hardest thing to do is nothing, but right now, it is the smartest thing to do. I want to thank all of you for trusting me and copying my portfolio. We are in this together. I will keep you updated. When the time is right and I decide to take some profits to build our cash, I will let you know immediately. Until then, try not to look at the daily charts too much. Enjoy your time, stay safe, and let's keep our eyes on the long-term goal. Have a great day! $SPX500 $GOOG (Alphabet) $PBR (Petroleo Brasileiro SA Petrobras-ADR) $AMD (Advanced Micro Devices Inc) $BRK.B (Berkshire Hathaway Inc)
Not investment advice. The author may have financial interests in the mentioned instruments.
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