[End of Apr update]
Tariff tensions have intensified, leading to a market selloff earlier this month. As a result, the portfolio has declined 5% so far this month.
Notably, insiders have not stepped in to buy the dip, which suggests that current price levels are still not appealing enough to them, and they remain on the sidelines.
To be honest, I have not seen compelling opportunities either, which is why I am currently holding mostly cash. If the market declines further in the coming months and insiders begin actively purchasing shares, I will consider reallocating funds to take advantage of potential buying opportunities.
Regards,
Can... Show More
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