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

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



To: Max2.0 who wrote (7267)8/2/2024 6:03:33 PM
From: macbolan  Read Replies (2) | Respond to of 22034
 
I have very small positions in NVDA and AVGO and am just going to ignore them for a while since I'm already down 8% on NVDA and 6% on AVGO. I'll just try to wake up and sell them when they come back in a few months hopefully.


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