I have effectively been in portfolio lockdown the past few months. Letting my dividends DRIP (dividend reinvestment programs) to help me take advantage of some lower prices sticking to my DCA (dollar cost averaging) strategy.

I have some cash on the sidelines but boy has this been a rough year to be a bull/long investor!

The macro is running the show for the foreseeable future in my opinion but I am keeping the faith. You won’t see selling into weakness from this guy. Some of my positions have been wrecked especially in the high growth sector but as I see it, the shares are worth more than the cash I’d get selling at a loss and I have time on my side. Best to wait for better weather before making any major moves.