Quality Investing with René Sellmann

Quality Investing with René Sellmann

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Quality Investing with René Sellmann
Quality Investing with René Sellmann
Black Monday Looms: Why I’m Ready—and You Should Be Too
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Black Monday Looms: Why I’m Ready—and You Should Be Too

Investing in 2025’s Turmoil – Your Guide to Winning When Others Panic

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Rene
Apr 06, 2025
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Quality Investing with René Sellmann
Quality Investing with René Sellmann
Black Monday Looms: Why I’m Ready—and You Should Be Too
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The stock market is in freefall. On April 4 and 5, 2025, the S&P 500 plummeted over 10% in just two trading days—a rare event that’s only happened five times in recent decades, though more frequently if you zoom out to the broader sweep of history.

(Credits:

Trevor’s Substack
)

This latest plunge, sparked by the Trump administration’s aggressive economic policies, has investors on edge.

Analysts like Jim Cramer are predicting a “Black Monday” when markets reopen on April 7, and the air is thick with uncertainty.

As I sit down to reflect on this moment, I’m reminded that these are the times that separate great investors from the pack!

Volatility isn’t just a challenge—it’s an opportunity.

So, how should you prepare for what’s shaping up to be a wild week of trading? I’ll walk you through my approach, step by step, blending preparation with patience, and share why this moment could define your portfolio’s future.

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Step 1: Revisit and Refine Your Watch List

When chaos hits, my first instinct is to ground myself in what I know: the companies I’ve been tracking.

This weekend, I pulled up my investing watch list—a collection of stocks I’d love to own at the right price—and got to work.

The goal wasn’t just to skim it but to prioritize ruthlessly. Which names could offer the best prospective returns from today’s battered price levels?

For me, this meant diving into the fundamentals of each business again, assessing their resilience against the current turmoil, and ranking them based on potential upside.

Take a company like Nike, for example:

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