Hi Ladies and Gentlemen!
Just a quick post regarding the recent pullback in the portfolio and the market as a whole.
I am sure by now you have all seen the recent rising conflict in the Middle East, causing fear in the market and a small sell off.
With this we have seen stocks across the board decline.
Unfortunately with this sort of situation, there is no way to tell how long it will last and the overall impact on the market.
However from what I can tell, there is no reason to think this will have any long term impact on the stocks within the portfolio, shares may temporarily decline, but if the companies remain stable and profitable, they will rebound.
As always I remain the optimist and do not believe in market timing. Selling based on fear often leads to realising a loss and missing the rebound.
My strategy for the portfolio will remain steady, holding long term and only selling to buy other stocks if good opportunities arise. Often market declines are the best time to find bargains and great deals, this is what I will continue to look for.
If you have any questions, feel free to ask.
Stay safe,
Kind regards
Rhys Adams... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Too much noise for solid long-term businesses. Probably, energy prices will stay higher for the coming year, but if the businesses within the portfolio can pass through its clients, there will be nothing to worry about. Keep up the good work! ... Show More
1 reply
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Fri May 15 2026 09:09:24 GMT+0000 (Coordinated Universal Time)
