valueinvestor Posted April 9, 2020 Share Posted April 9, 2020 Past few days, I was struggling not to take some off the table considering the 50%-100%+ moves in a lot of the holdings. I sold 50% of my cruise, restaurant, private label credit card, and hotels stocks with the exception of Airline Service Providers such as Heico, AerCap and TDG, as they are compounders chugging along amidst this economic contraction. Unfortunately, it is not in my nature to trade the market, so I feel a bit skittish. However looking at what's going on, I do not necessary agree with the market's assessment that COVID-19 will be over with in 3-6 months. Even if I am proven right, it's not unfathomable for the market to go higher because we already EDIT: are halfway towards getting back to where we started. Do you think I'm getting in the way of my own compounding? How are you all feeling about the gains you made with this short downturn? Link to comment Share on other sites More sharing options...
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