
Summary:
Markets sold off this week as investors questioned high valuations. Growth names cooled after big runs, creating some buying opportunities.
My Moves:
Trimmed Eli Lilly (LLY): Great company, but valuation stretched. Took profits after strong gains.
Bought Meta (META) & Amazon (AMZN): Using the pullback to add quality names at better prices. Both remain long-term conviction holds.
Takeaway:
This sell-off looks more like a healthy reset than a crash. Stay focused, stay patient, and use volatility to your advantage.
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⚠️ This is not investing advice — just what I’m doing in my own portfolio based on my risk tolerance, goals, age, income, and more. Always do your own research!
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