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  • there was always going to be some sort of pullback on those stocks that have seen serious growth; clean energy/hydrogen, electric vehicles, tech.... i am not overly exposed to those but did feel it in my portfolio for sure. i topped up some SMT when it hit below 1000 (at 10% discount to NAV) earlier this week which feels good

    china having a bad time as of recent too but csi was up overnight so hopefully see bit of a clawback on some of those funds i hold (BG china fund has done amazingly past couple of months; huge drop past couple weeks - could be a good buying opportunity for some people who want some more exposure there. the fund manager is seriously smart)

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