With this year’s late blooming spring first warm sunny
days comes another update of our DIY Portfolio. As usual, you can expect our following update in
about 12 weeks, in August 2018.
You can also access our previous
portfolio updates here:
After several quarters
of what we have called Trump’s rally, markets finally noticeably stumbled. It
may be in part due to somewhat artificial and what can look like improvised measures.
Markets sure don’t like trade wars or even talks about them. They also worry
when you are always picking a fight, especially with the likes of Russia and
Iran. Will it all transform into Trump’s bubble? No one can tell.
To be fair, stock
markets cannot go up forever. It’s in their nature and healthy for them to take
a pause or even meaningfully correct once in a while as it wouldn’t be
sustainable for them to only go up for long periods.
You know we have been
expecting a market decline as we have been talking about it for some time. It’s
normal and the long-term trend should still continue on its usual way up. In
the end, markets going bad is good news. After all that patient waiting, we
will, at last, be buying some more stocks as very interesting deals are coming!
In fact, at this point,
we have been a little more active than usual and started doing some buying…after
some selling.
