
Today, watching COST and STZ both plummet, I feel a bit uncomfortable. Even the leading high-growth consumer stocks aren't invincible.
On the other hand, WMT acts like an empress dowager—it can still edge up slightly when others are in trouble. I'm speechless.
Nike is just meh, never letting you have a good time.
MO is alright; tobacco is truly defensive—no one can say they'll stop smoking just because stocks fall 🚬.
Overall, seeing this wave of consumer sector adjustments lately has made me zen. Small portfolio fluctuations mean I just let it be.
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