October closed with the Nasdaq down 5.3% — its worst month since March 2025 — and Friday's session was the loudest part of it: the index fell 2.86% to a three-month low while the S&P 500 lost 1.82% and the Dow 1.09%. $GOOGL dropped about 12% in a day on negative free cash flow, $INTC had its worst session in 52 years, and $AMZN slid 7% on its AI spending plans. That's the kind of tape that makes every investor answer the same question: is this a dip to buy, or a warning to respect? I don't have a formula, but I have a test. If the reason I bought hasn't changed, a lower price is just a better entry — that's how I sat through the week with my $VFV and $XEQT: nothing about the thesis broke, prices just got cheaper. But if the selloff tells me something about the business I missed, I walk away instead of averaging down. There have been single names where the drop was the information, and I treated them that way. The hard part is being honest about which one it is in the moment. So I'm curious — what's your version of that test? When a selloff hits, how do you decide whether it's a buying opportunity or a warning sign?
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2 Comments
Wager
@22by7 · 15h
It is unclear why anyone would hesitate to purchase a broad market index fund at lower prices. I am surprised to see many investors discussing valuation and other factors while holding XEQT in their portfolios. We need to understand, XEQT itself is not affected by valuation because it includes internal sector rotation; only a black swan event or a major recession can pull the index down.
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