French Hidden Champions

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French Hidden Champions
French Hidden Champions
Portfolio moves

Portfolio moves

Trying to take advantage of market volatility

Jeremy's avatar
Jeremy
Apr 09, 2025
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French Hidden Champions
French Hidden Champions
Portfolio moves
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I was not planning to make so many moves in the recent days but some opportunities arised and some prices were too attractive to pass.

Hopefully time will show that this was the right decision and the margn of safety was increased.

When volatility is so high I usually write down in the morning before the market opens what I am going to do, why I am doing it and at the price I will be making a move.

As we face different types of crises as the years go by we tend to welcome this volatility as we approach them with more serinity. Clearly these are not fun times and it is not easy to invest and make moves. Usually when it is the most uncomfrotable to invest it is sometimes the moment to invest.

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