I think any investor with a significant portion of there portfolio should have reduced exposure right after the santa rally then reduced more when powell raised the rates then reduced more when china lockdowns and russian invasion happened. For instance when santa rally happened i was 20% cash when russia invasion happened i got aall the way up to 65% cash. Now im at 70% cash. I still have 30% in the market. But my portfolio mutated to what is trending during these economic times along with inverse etfs, i also got into weat because ukraine is a huge producer. So i barely have a red day and when the market is green my shit barely is green. But ive managed to beat the s&p by staying relatively flat while s&p is down 18%. You dont have to go all in or all out. You reduce your position then you buy them back when they get way cheaper. Right now id hate to tell you to sell all but i reccomend uping your cash position by selling some.if you're young and you didn't yolo your life savings you can wait this out. In the meantime try to save as much cash as you can so you can by the real dip. If you have stupid positions like tatto chef, mattaport, gme or amc, just get rid of that shit and cut your losses and just realize you screwed up. If you are holding rio, jnj, msft, citi, apple, cisco or what ever good largecap just trim a little. Would have been better if you trimmed before powell raised rates and started tapering (i dont know why so many didn't) the righting was clearly on the wall.

And some of them, like AAPL and MSFT have provided thousands of percent return in the intervening period. In 2000, consumers didn't buy or pay for anything online. Now they do.

MSFT has survived a few of these market meltdowns just fine. No reason this one will be any different.

China just bootlegged their shit. MSFT has made some serious moves in cloud and cyber security. Source: Sour investor who purchased at the top.

oh yea I am loading up on MSFT for sure

From what I see msft is -26% aapl is -22%. Not much different really. And both could lose another 25% easy.

MSFT gained 150% from Covid until before the drop. That's 150% gained over 2 years. Of course they could go all the way back down. If you don't believe it, you are too young to have experienced a recession.

MSFT is already down big. AAPL is the only one that is remotely close to ATH

MSFT and aapl can go -60% at least.

Amzn, goog, msft and aapl we're all around for dot com and all lost >60-70% of their valuations then. When capitulation happens it does not matter who is making what. There's actually a ton of relevant correlation between 2000-2002 and now..plus now we have out of control inflation, QT, war in eastern Europe and a lingering pandemic. So...