Stop thinking the market is personally attacking your portfolio. 😅 The market is just doing what markets do. Sometimes we're the ones making bad decisions.
Some sectors deserve a place in your watchlist years before they become mainstream. Automation is one I'm watching closely. Now it's about building the position patiently.
I don't need an entire portfolio built around automation. A small position is enough to express my conviction. Let the sector prove the thesis over time.
I'm working on completing a position in an automation company. I have a long-term conviction in the sector. A small position lets me participate without overcommitting.