Its hard to know, my portfolio is down north of 3%. Added few on the names I was confident on, and few of them, I’m hesitant as they might be falling knife. Kotak’s report likely triggered this. I’m sure the markets will shrug it off and move on as long as earnings don’t disappoint in the next few months. Music has started slowing down on frothy areas. Looking back, I missed taking profits 3-4 stocks, which could have given some psychological relief in this fall nonetheless those are quality names and should recover in the long run.
This tweet was so prescient.
https://x.com/jitenkparmar/status/1701110943852138996?s=20
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