We have a meeting at 12 o'clock today. If we make an effort, we can roughly gauge the depth and duration of this adjustment through various channels and send it out, which seems to be psychologically helpful.
I think this adjustment is a healthy process for cooling down the overheating centered on AI semiconductors, so I don't think there's any need to worry. Experientially, big events are rare, and most excessive plunges like these days recover in the short term.
However, whenever there is a large or small adjustment, scary articles pour out, and people get scared and invest, and over time, they realize that their choices at the time resulted in big losses in their accounts. This is how ants often get swept away.
The years 2022~2023 were the hardest for me while investing, and my account went down to -75% at one point. I'm not the type to starve or lose sleep, so it was just a bit stressful, but it didn't harm my health. However, there was something I decided and executed at that time: to look at the market situation every day, check my account, and never forget how I felt.
My account turned positive in 2024, and thankfully, the head of the department likes it, so the rate of return is continuing to rise. Now I'm building a portfolio relatively conservatively, so I don't think anything bad will happen (though you never know). The experience at that time has been a great help in my investment life.
So what I recommend is not to turn away from this adjustment period because it's difficult, but to face it head-on and feel your emotions without filtering. For those who haven't experienced a crash, feeling these emotions is essential for investing. And if you study on your own, there's nothing more to add.
Enjoy your investment life, have a nice weekend.
