@triangulacapital I hope you are doing well.
I am planning to increase my investment given the recent market correction. I noticed that you have significantly repositioned the portfolio, including selling some positions at a loss, even those that were added relatively recently. I completely trust and believe in the strategy you are implementing, which is why I am considering investing additional capital.
Before proceeding, I wanted to understand whether you anticipate making further significant portfolio changes over the next 1–2 months, or if you plan to hold the current positions for now to observe how they perform before making additional adjustments.
This will help me decide whether to invest immediately or wait until the next phase of repositioning is completed.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Hi @Noaagg, thank you for the question. The situation is very fluid right now due to the war, which can create opportunities. So there will be some turnover.... Show More
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