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Strategies & Market Trends : Longer term short term day trades.

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To: Graustus who wrote (1278)6/26/2022 11:59:26 AM
From: Steve Felix1 Recommendation

Recommended By
Graustus

   of 1922
 
No idea where the market goes short term, but knowing my girls will inherit this account, ten years to empty
it is a long time for the market. Cybersecurity seems it will have long term growth. CRWD is my biggest
holding at 1% of the portfolio, so imho, not enough. Instead of putting more eggs in the same basket, thinking
to spread it out a little. VMW and PANW seem expensive compared to others.

Looking hard at ZS.

Been half a bubble off lately. Was going to buy a little VALN under $16 for their Lyme drug going into
phase 3, but thought I could get it cheaper in this market. A few days later it hit $33.
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