US stock market is facing " war impact "
Much is known about this war, everyone has been declaring victory from Hour 1, BUT it keeps going & going with " repeat victory declaration "
TRUTH is the biggest casualty of any war....
Sad part is " everyone loses more than it wants to admit "
US stock market is trying to " digest & discount " war damage to world economy, which is lower GDP growth and higher inflation....
Most damage is known to the market BUT still " major uncertainty remains "
A well diversified portfolio generally recover faster than " concentrated "
Anything which has been sold off should recovers the-most, conversely anything which shot UP should come down....
Here is how my last week ended :
Last week UP 3.01%
YTD Down 16.27%
Here is my weighting on 91.61% exposure :
GGLL 37.00%
AAPL 20.30%
TSLL 11.35%
GLDU 11.08%
BTCC 7.21%
HOOD 6.91%
ZMIC 6.15%
BLOG does NOT give buy or sell.
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