Although there is much conflict around the world, the core businesses still needs to carry on.
With the recent volatily, market has been trading headlines. This provides a good opportunity for us to accumulate companies with stro Ng fundamentals. However, no one can tell how long this conflict will last and the eventual impact.
I have been thinking hard and one rule that I will abide to is to ensure that I'm prepared even if the portfolio is down more than 50%. The worst position is to be caught in a position when the market is down and you are unable to seize the opportunity.
Keep calm and stay safe! 🙏🚀
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