The hardest time to think clearly is when your portfolio is falling.

A red market can make every decision feel urgent. Suddenly, you’re not following a plan anymore—you’re reacting to fear.

That’s where panic selling often starts.

Instead of asking, “How much am I down?”

Ask:

Has the original thesis changed?
Did the fundamentals change?
Or am I simply reacting to price?

Price can change quickly. Your reasoning shouldn’t have to change just as quickly.

How do you handle a sudden market drop?