During this selloff, are you buying new names or just adding to your existing positions?

This recent market has been rough. Feels like every day another stock on my watchlist is suddenly a lot cheaper than it was just a few weeks ago.

The interesting part is that a bear market creates two completely different opportunities at the same time. You can either double down on businesses you already understand, or use the reset in valuations to finally add companies that always felt too expensive before.

The way I see it, both approaches have a trade-off. Adding to existing positions lets you lean into businesses you've already researched and had conviction in before the market turned ugly. Diversifying into new names can lower concentration risk and take advantage of valuations that may not come around very often. The downside is that you could end up spreading capital too thin or rushing into companies you only started looking at because they're suddenly down.

I'm not talking about specific stocks, more about the mindset. The recent correction has felt less like panic and more like money rotating out of crowded trades while investors reassess valuations and risk.

I've caught myself pondering over my approach, so I'm wondering if other people do the same or if you stick to one strategy regardless of what the market is doing.