H143capital
Nov 1, 1:05 PM
Out of the box, back to the madness.
$LHX $AAPL $FISV $AMT $NU
While I was away, markets went mad: fear zone, AI-spending jitters, big tech seesawing.
My portfolio took a double-digit hit from its September high. Here are the 8 moves I made, and why I didn't panic-sell the winners:
https://h143capital.substack.com/p/out-of-the-box-back-to-the-madness?r=8sxi6s&utm_medium=ios&shareImageVariant=split
0 replies