When Everyone’s Greedy, I’m Bored, and That’s Okay!
It’s been a while since my last update, October 2025 was one of those months where life and work got busy, so I decided to step back a little from posting. Sometimes, the best move in investing (and in life) is to pause and observe quietly.
Since then, the markets have been on a tear. Stocks have rallied hard, crypto seems to be back in fashion, and even physical gold is seeing strong demand. The sentiment on the ground feels euphoric, everyone’s chasing something, and the fear of missing out (FOMO) is real again.
Meanwhile, I’m… just sitting here, a little bored, and completely fine with it.
I haven’t been adding new positions lately. Instead, I’ve been slowly building my cash reserves. It’s not because I’m bearish or trying to time the market, I’m simply comfortable where I am. My portfolio is well-positioned, and I believe in the businesses I already own. There’s no need to trim either.
In fact, I see my investing approach like managing two pieces of fishing equipment:
🎣 The Fishing Net : This stays in the sea, rain or shine. It represents my long-term investments that keep working quietly in the background, collecting dividends, compounding, and staying vested through all market conditions.
🧺 The Fish Storage Box : This is my warchest, my reserve of dry powder. I fill it patiently during calm waters so that when the storm hits and fish start swimming near the surface (a.k.a. market corrections), I can scoop them up without hesitation.
That’s how I see balance, staying invested but prepared.
So yes, I’m a little bored right now. But in investing, boredom is a sign of discipline.
Because real wealth isn’t built by chasing every wave, it’s built by having your net in the sea, your box ready, and your emotions in check.
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