DeanFredericks @DeanFredericks: "It has been hard to..."

South Africa

It has been hard to give an informed opinion on the month due to unseen volatility which nobody could have forseen. The month started in crisis mode due to the Japanese carry trade drama. Markets had some of the worst days in years, then swung to having some of the best days in years. Now that we are 3 weeks into the month, lets have a look at the reality of where we are. 6 of the positions I have are currently trading above where they closed last month. These positions are: $LMT (Lockheed Martin Corporation) $IXUS $IEUR $DGRO $ISF.L $NEE (NextEra Energy Inc) 2 of the above positions are trading in all time high territory. $LMT $DGRO If you were only invested in bitcoin, your portfolio has slowly bled out for over 6 months now, and if you were in “crypto” the situation is even worse. I suggest to mix it up with a range of assets in different markets. I invest in multiple EFTs, Tesla, and Bitcoin. Whatever you are invested in – I think the best strategy is to hold and continue Dollar Cost Average. The FED is about to start cutting rates, and also potentially turn on the money printer – either is going to have a positive effect on investors.