… and the market will go crazy this year and then crash next year for the next three years with returns of nasdaq of
1999 +85.59%
2000 - 39.29%
2001 -21.05%
2002 -31.53%
… before recovering in 2003.
**Question**: imagine your portfolio in Jan 1999 has the same type of composition as your portfolio in Jan 2026 and you didn’t what know the above scenario was coming, would you have survived, or thrived or doubled down?
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I don’t know about you guys, but my mag 7 stocks (Facebook, Amazon and Microsoft) would probably still go down and give back the gains of 1999. But since I am fully vested now, I would not have added in 1999 either.
My GE stock would be crushed because of 9/11 and half of my current portfolio A would shrink by 50 to 75% because I run a concentrated portfolio.
By 2001/2002 my value stocks would have fully recovered and since I did not buy them expensive they didn’t have much to fall in 2000.
If I were emotionally rationale by 2002 I would want to sell my value stocks and start to buy cheap stocks again.
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What about you guys ?