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Sep 18 at 10:32 AM
A quick reminder to myself!
The market rallies for a few days… and suddenly we’re all geniuses again 😂
Funny how quickly investing psychology changes.
A few red days and I’m questioning every position in my portfolio.
A few green days and suddenly I’m thinking:
“Yes. Exactly as I predicted.” 😂
Of course, nothing has magically changed about my investing ability.
That’s probably one of the things about a strong market.
When everything is going up, it becomes very easy to confuse a rising tide with stock-picking skill.
So whenever my portfolio starts looking particularly clever, I try to remind myself:
The thesis still matters.
Valuation still matters.
Position sizing still matters.
And perhaps most importantly…
The market has a wonderful way of humbling anyone who starts feeling a little too intelligent. 😂
Enjoy the green days.
Just don’t let them go to your head.
I am watching $VanEck Semiconductor ETF(SMH.US)and $iShares Semiconductor ETF(SOXX.US)closely as a proxy to my portfolio. 👀
@Captain Leo
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