Bought the dip on market open last night.
My cat woke me up at 3am, 1 hour before market close. I saw stocks were down bigly and bought more. Bitcoin, ethereum, EMs, silver, platinum. All under "Trades".
Still managed to get a few more hours sleep before work.
Now I have:
Actually, the cash number looks a bit wrong. Should be 2 or 3%. AI.
I am still uneasy over the war. With the USD, VIX and oil down, the market is pricing in near 100% chance of peace. I think its too high.
But I am still bullish, not fighting the market. Maybe the market is seeing that blocked oil/gas/fertiliser is only a temporary issue - a year's inflation - and is looking past it.
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