Remember we are not a fund. They have to show the best results to their clients on a quarterly basis, usually compared with the indexes. So they had to sell Tech and Semis and Discretionary to avoid their ratings to drop massively.

I am a firm believer this is a once in a decade opportunity to buy good quality businesses. So am I adding every 3 weeks to them.

If you don’t feel confident, probably you need a good emergency fund to sustain 1y of your expenses. That’s what I do.