1
It wasn’t easy to lose almost 20% since the beginning of the year, but I managed it.
Change strategy? Absolutely not.
I’m still outperforming the index over the long term, and I’m convinced that the stocks I own are worth much more than their current prices. No FOMO. $S&P 500(.SPX)$
2
The funny part is that the stock that performed best during this selloff was $Moderna, Inc.(MRNA)$, which went 2x.
Why? I honestly don’t know, especially considering that, among all of them, it’s probably the one that reported the weakest numbers.
In the short term, the market increasingly feels like a roulette wheel.
3
My portfolio is experiencing its biggest drawdown in the last 3 years 🤒
Main contributors:
$TransMedics Group, Inc.(TMDX)$down 55% from its recent high
$Robinhood(HOOD)$down 55% from its recent high
$PROCEPT BioRobotics(PRCT)$down 50% from its recent high
$PDD Holdings Inc(PDD)$down 35% from its recent high
$Alibaba(BABA)$down 25% from its recent high
In my view, all of these names are significantly undervalued and have been heavily punished by the market despite reporting solid numbers. Their long-term outlook remains promising.
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