Some people seemed to think that the recent drop in the markets affected me and caused my absence in march. While I may sometimes write things that may suggest that my portfolio's performance affects me, in reality, it's not the case.
I was on vacation and thinking about many other things than the stock market. Actually, for the last month, I haven't watch the market that much because I had no more money to invest. What's the use of being tempted without the possibility of doing something?
Apart from that, I'm much more concerned about my health and my kids health than about my portfolio.
Nobody's supposed to die, but there are some concerning stuff that makes me think a lot about the future.
When you invest money, you're excited about the future. Things are supposed to be better in the future. But with health problems, you're worried about the future. Things are supposed to be worse in the future. So, my appreciation of the future has changed a lot recently. I'm fucking angry and sad and full of hate for god (which doesn't exist, by the way).
Fuck you god, for doing nothing. Because you don't exist.
Anyway, let's forget all that stuff and let's put a grin on our face and talk about my portfolio. Because that's what matters the most after all. Who gives a shit about my life and yours? We need information, not emotions.
Stocks in portfolio: 20
Cash position: -4% (use of margin)
Average ROE: 40
Average forward PE: 27
Portfolio performance YTD: -15,5%
S&P500 performance YTD: -6%
It's not a good year at all so far.