Has the stock market finally found its bottom, or is another leg down still to come?
In this market update I explain why I believe we've seen the worst of the recent correction and why I'm still holding my positions. I cover the AI sell-off, the impact of the Iran situation, Japan's currency intervention, seasonal market trends, and why I think this is a correction—not the end of the AI investment boom.
I also explain one of the simplest portfolio management rules I've ever used: when to sell winning shares, why Benjamin Graham's famous 30% rule still has value today, and why holding forever isn't always the best strategy for individual stocks.
Topics covered:
• Has the stock market bottomed?
• AI stocks and the long-term investment opportunity
• Why I haven't sold anything
• The Benjamin Graham 30% profit rule
• Portfolio rotation and risk management
• Takeovers, multibaggers and knowing when to sell
• Why I'm still bullish despite recent volatility
