Orange Blip7 Apr 2025 10:54
I did sell a small portion of my holdings last Thursday approximately 1,500 shares primarily to take advantage of last year’s Capital Gains Tax allowance.
I genuinely sympathize with many of you. It's never easy to crystallize a loss or watch your portfolio decline on paper. The plans we all make based on projected gains don’t disappear entirely, but they do get delayed. It’s important to keep a level head. If you were planning to invest in Rolls-Royce (RR), follow through. Timing the exact bottom is nearly impossible, and this remains a long-term hold stock.
If you need the cash and have already made a solid profit, then selling whether partially or in full—can still be a smart move.
Many of the usual contributors here are currently facing paper losses; a few, like Badlands, likely are not. Credit to him for his approach and for openly sharing his thoughts. If I could, I’d happily buy a round at the pub for some of you later.
As for my outlook:
My gut feeling is that Trump will walk back some of last week's decisions possibly pausing or cancelling certain tariffs to allow room for negotiations. Should that happen, I expect the markets to respond quickly and positively. It may not rebound as sharply as the initial drop, but we’ve seen before like during COVID that even small signals of relaxation can cause stocks to surge 10% or more in a very short time.
There’s clearly a broader agenda at play. One could argue that the U.S. is preparing for debt refinancing or a more aggressive geopolitical posture. In uncertain times, self-sufficiency equates to power.
That said, perhaps the most difficult part of all this is doing nothing, just sitting on your hands.
Good Luck All – Sun is shining just let time do its thing
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