Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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To: Max2.0 who wrote (7267)	8/1/2024 10:28:07 PM
From: chowder	Read Replies (1) of 22034

Re: I do have NVDA, AVGO, SPMO, SMCI, ACN and SMH. Keep in mind, I'm not selling out of positions, only trimming back a little. I like all of your holdings above, I would keep them in your place. I'm going to try and take advantage of the momentum that the real estate, utility, and health care sector is trying to show, and to do that I have to trim something, I'm going to trim tech since it is correcting. If I were underweight tech, as opposed to being overweight, I'd be adding here.

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