@Jendak1@ShengTaTseng
Welcome on board!
I can see you're already familiar with how this works, but I wanted to reach out directly since you're joining at a moment when the portfolio has just hit a new all-time high.
In a high-beta portfolio, phases like this often come with an increased probability of pullbacks. My approach remains the same: long-term focus, clear rules, and discipline , both on the way up and on the way down.
Entering at these levels means having a clear plan for volatility and potential drawdowns, rather than reacting to them. I know this aligns with your approach and risk tolerance, but I prefer to restate it for clarity and shared commitment.
Our portfolio is very solid and always quick to recover you will see it, which I think is crucial. We can't control when the market goes down, but we can carefully choose resilient stocks like those in our portfolio, which are always among the first to bounce back.
The goal of 50% by year-end has not changed, and I'm confident we'll reach it soon.
Thank you for your trust — let's build it together.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Thu Jun 18 2026 01:11:02 GMT+0000 (Coordinated Universal Time)
