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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (7265)	8/1/2024 10:23:45 PM
From: Max2.0	Read Replies (2) \| Respond to of 22027

Ok, I see your point. You are overweight in Tech to take advantage of the momentum. Now that the momentum is over you are scaling back. Makes sense despite being a little out of my league. So now you are reducing risk. Makes sense. I scaled up tech a little when you did. But not as heavy as you are. I do have NVDA, AVGO, SPMO, SMCI, ACN and SMH. I am inclined to continue holding. Maybe that is a mistake, we'll see. I should look to see how much tech I have in total. I guess I can find that somewhere on SSK or Fidelity. Ok according to SSD, I am 24% information technology and 5% communications. I guess that is a bit heavy. What do you think?