My guess on this market is that we have retrenched from the violent upswing over the winter, are back on track, and we will be back to a normal tech upswing this fall that will move at about the same rate as the last 5 years growth has.
This means, to me, for instance, that QQQ will be up about 25% by fall, if not more. This may be wishful thinking, but the companies we are in have not changed their growth pattern, and the market has to come back to us. I am not planning any changes in my portfolio between now and this fall.
The reason I have been so quiet on the thread is because:
1) I am not making any moves
2) I am having too much fun.
For those of you who living your lives vicariously though me, I completed my dance floor this week, and had the House warming last nite. About 50 dancers showed, and I kicked the diehards out at 4AM this morning.
I warned the neighbors, and invited them, and three of them showed up. No complaints so far, and the party was a blast! Here is a link to pictures I took last night at the party. The picture portfolio labeled "openhouse party" shows last night.
I strung christmas lights around the deck, the night was clear, and it was a magical evening.
photos.yahoo.com |