Seoshin

Finally bought LQDA. and closed my eyes into buying more NTDOY

as this thread is veering off slightly already, anyone living in Southeast Asia and living off FU money?

How are you sizing this up? 5%?

This gave me hearty laugh! haha

I'm loving reading this thread. Keep it up guys. I'm waiting for @dealraker as well as for sure he will have tons to share too if permitted.

Thank you

exactly this. Rationally shitty feeling to be exact.

This is a good idea. Will start allocating more to it in my next capital inflow. Thank you!

I stopped asking the why on this and it alleviated a bit somehow my worries

100% me as well

Okay love this. Cheers hahaha

Thank you for all your responses. I greatly appreciate it. This is my second time having this drawdown (probably not the last as well!) and fortunately not panicking to sell either. I am financially comfortable in my current set up and in a sabbatical period before going back to work next year. Perhaps this is more of a problem of envy than not being comfortable in my concentrated positions. I have a semis watchlist from last year and I always visualize if only I've invested this X amount then my portfolio would be this right now. Such an arse problem I know. At least I'm painfully aware but still a needless self torment.

As the title suggests, share some tips on how to deal with double digit drawdowns. Also, in not succumbing to FOMO when everyone's posting good ytd returns because of semis. Although this isn't my first rodeo (rode the rollercoaster of 2022) I can't help this time to feel a bit bitter as I saw the writing in the wall with semis last year and did not act on it. I felt not confident and asked myself, this isn't that easy. And yet, a lot of names ran up not only last year but also this year. Anyway, might be ranting a lot right now. Thanks in advance!

Bought more NTDOY, CSU, and SE. All begrudgingly.

Congrats @Saluki!!!

Buying more Nintendo with closed eyes. Added as well to CSU, CPNG, and SE

How much Nintendo is enough?

Same. Its now 25% of my portfolio. Its sickening

Damn balls

Bought more NTDOY, CPNG, and CSU

-NTDOY -TOI.V -CPNG -BRK.B -ASML -ATCO.B -DHR -TXN -ADYEN -TEQ -RMS -IGIC In order of largest weighting to smallest.

Sold JOE at a slight loss. Realized I don't have the patience to wait out multi years for this one and also not really familiar with Florida to be bullish enough. There are currently better options out there imho.

Bought MGM and JOE

What made you finally long on this name, greg? Valuation-wise perhaps?

Bought some JOE, FRPH, and CPNG