Alfinity Investors: A Long-Term Investor

Alfinity is a long-term investor and we don't invest or divest based on what's happening daily on the market. We've had a very good run a year to date, particularly in some of the larger cap tech stocks. And yesterday was definitely a down day. The other thing which happened yesterday was there's quite a significant sell off inSome of the luxury stocks in Europe,. Which has been another sector that's been on a tear for 18 months, two years now. So how are you at the moment then? What's your trajectory, if you will? Because you're obviously passive yet active.