During the selloff, I stayed disciplined — trimmed some crowded AI exposure and held more cash, but didn’t panic. To me, this felt more like a positioning unwind than a true fundamental breakdown. Preserving capital mattered more than chasing short-term rebounds.
For April, I don’t think the bottom is fully in yet, but we’re getting closer. I’d start scaling into quality names gradually rather than trying to time the exact bottom. Patience here is likely to be rewarded more than aggressive positioning.
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- BerniceCarter·04-02 13:25TOPSolid plan, mate. Scaling in beats timing the bottom every time. [得意]1Report
- decors imago·04-02 13:00Great article, would you like to share it?1Report