Ann: Change in Substantial Shareholding from AEF, page-20

I ended up selling my shares and a large portion of my portfolio after the FED rate hike this week. I was hoping for a pause, perhaps I'm being overly cautious... The bank runs are causing a lot of uncertainty in financial markets and now Deutsche Bank has come under the spotlight. Psychology will play a big part in how this all plays and the market is very forward looking .The contagion from SVB failing is starting to show, perhaps I am over analyzing all of this but I was ignoring what SVB is backwards so I am still somewhat rational... lol.

I took a look at Macquarie Groups chart during the GFC, during this period they traded from around $80 to a low of around $14

They are in the red on this after the CR, perhaps there will still be a pump that I will miss out on, maybe even a turnaround but it all feels a bit risky to me at the moment so I have stepped out for the time being. I will be watching for a possible reentry though...