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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (55207)	4/30/2024 6:57:34 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 72154

As we are all friends here, I thought I would share the market moves I am making. Not investment advice. While sitting on a bunch of cash, I am putting my toe into getting a little more defensively diversified. The current levels in the market and worries about macro events scar me. Having always been a largely all-in AMD guy. Starting to get a little into energy via the XLE. Also, getting into emerging markets like India and other southeast asia. Increasing my positions in gold and silver on pull backs. Put 20% into US Treasury T-bills (three month) this morning for a little over 5% after load. This will keep me from making a possible early all in mistake. Still have about 50% in cash, to take advantage of a big pull back. But, don't want to deploy on near term pull backs. Just one guy's musings. Pravin.