Just a few stocks in my Core Portolio: BCE, PHTN, NT, FLEX, WCG, VRLK, EXAR, BRKS, AXA
AXA was my newest which I entered March 1st at 62 and its the smallest position of the groups. I've mentioned getting into them them all way before their move up.
Looking to add on buy triggers and/or pullbacks:WEBT, NUHC (in for a swing trade but out now) LPTHA, (for the third time)FLSH,ISSI, ZIGO, MOGN (triple bagger but I'm out now)KLAC, KLIC, IONA. I also have mutual funds, israeli stocks but I'm in a lot of cash as well.. I've mentioned when I got into all the positions and that they would be probable longer term holdings. FLEX and PHTN held and probably will hold through their second earnings quarter. I don't need 100's of stocks to keep track of a good growth portfolio. I've added to the positions on pullbacks. |
