DW8 Growth, page-6547

Plain and simple: As DW8 is a part of the 'high growth small cap' sector- the stock will be a part of any sector rotation that may happen.

Now for whatever reason, there has been a sector rotation- be it looming inflation, the budget release, falling US 10 year T bill yields, general derisking by shaving of rev multiples. Typically as easily as funds rotate out, they will again at some point rotate in.

Most long term investors will advise that a sector rotation is not a good reason to sell, as the fall in price due to such an event is completely decoupled from the actual value of the stock. And it may/may not be a popular opinion now, but such times where decorrelated price to value action occurs represent the best times to be so called 'backing up the truck'. Well maybe not to that extent, but to at least to be increasing exposure.

A further point must be added that most severe retracements dont extent to much futher than where we are now. As such the risk of entry now has been significantly reduced. And the time for selling has probably passed.

Most of us are not underwater, so it should be easier emotionally to make the right choices. But if you do have the il fortune of being underwater, i suggest hold your breath.

TLDR; Price low. Buy good.