Hi Ladies and Gentlemen, Guys and Girls!
Those of you who follow the markets or the portfolio would have noticed a pull back in the market and portfolio last week, particularly $BABA (Alibaba-ADR), our recently booming Chinese stock.
So the questions most of you may have is why did this happen and what do we do?
The why is easy.
Politics. China announced new port fees for US ships in their ports, the US announced additional tariffs. Unfortunately with the current global political climate, we can expect this from time to time. Politicians will say one thing, do another, then do something completely different another day.
So what do we do?
This is even easier. Stick to the plan. Buy great companies at good prices. Financially healthy companies with a good income history.
Great companies will continue to make money in any political climate, they will find a way around trade or political issues. All we have to do is hang tight and ride the storm. Five, ten years from now, the politics won’t matter, the companies will.
If you ever have any questions relating to the portfolio or our stocks, feel free to ask!
Thanks for reading.
Adams302
$SPX500... Show More
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Sun Feb 08 2026 04:20:31 GMT+0000 (Coordinated Universal Time)
