Mar. 3 at 12:59 PM
Current situation:
Big drawdown on SPY. Very attractive to start SMALL lot adding.
$MSFT (35%) everything I add here I’m adding in
$VOO (35%) as well - MSFT down from all time highs and 20%+ CAGR
$GDX adding more here (10%)
$JEPQ adding more here (20%)
And I know….
$SCHD NOT YET but I’m eyeing it
I believe we get a bounce in the short term. Long-term I still don’t think we’ve seen the worst of the drop. The war is continuing to expand, and I don’t think it will be short. Much more volatility to come, and like I said earlier, the market is always looking for a reason to correct itself.
