If I were in his position, I’d still be waiting. Not because I’m bearish, but because opportunity cost matters. Deploying heavily for a 5–6% upside doesn’t make sense when true dislocations can offer much better risk-reward. I’d rather stay patient and keep dry powder for when quality assets are sold indiscriminately.
As for my positioning, I’m still invested but selective. I continue to DCA into high-conviction names while keeping some cash on the side after the recent volatility. If we get a deeper correction, I’ll scale in more aggressively—but until then, I’m comfortable staying patient.
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