Rayeiris Maduro Rondon @Rayeiris: "𝗬𝗼𝘂 𝗱𝗼𝗻’𝘁 𝗯𝘂𝗶𝗹𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝗼𝗻..."

Spain

𝗬𝗼𝘂 𝗱𝗼𝗻’𝘁 𝗯𝘂𝗶𝗹𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝗼𝗻 𝗮𝗰𝗰𝗶𝗱𝗲𝗻𝘁 You need a plan and execute the plan. March ended negative 6,40% following a negative February too, compared with the $SPX500 -5.09% and $NSDQ100 at -4.75% However I’m not concerned, because when you planned your process, you know the market will go through volatility, the thing is to be prepared and with a plan and stick to it when this happens. Our main position on $WISE.L (Wise Ltd) went up +4.34% which reduced the negative impact of geopolitical volatility in our portfolio. While Alibaba dropped a -16.92% and $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) -14.9% These times might feel like chaos, but here’s where opportunities present. As the example of $MONC.MI (Moncler) a luxury retailer that I started analysing a few weeks ago, decided to open a small position now that luxury is being the first to be damaged by the increase in oil prices. Growth might be decelerating in this sector, but history reminds us that this will pass too, and those companies mispriced are the ones that will thrive in the future. I don’t expect to see the mag 7 with the unchanged growth rate which makes it more vulnerable to deceleration. What I have seen is a lot of panic selling, on the news catastrophic expectations, and fear of a lost decade, and a 70’s scenario, probability is around 7% to 10% of this happening: people.brandeis.edu/~blebaron/blogs/lostdecadesblackswans.pdf We're not chasing trends. We're looking at sectors where inflation and interest rates are pushing prices down, even when the underlying business is solid. That's not speculation. That's the plan. $AUS200 $BTC $UK100

Not investment advice. The author may have financial interests in the mentioned instruments.