05-12-2020, 11:38 AM
(05-12-2020, 11:26 AM)divmenow Wrote: added some cloud and cyber security names. I was very underweight in tech
Bought some WORK, CRWD, PANW and a cloud ETF
Just have to face the times where in. Tech is where the growth is. No one wants value anymore. I have plenty dividend stocks. But It took me a while to realize I have to mix in a few other kind of investments as well.
I agree and I am too late until the market gets a little bit sober. If I didn't also own indexes I would have completely missed out other than AMZN. The dividend chopping party is going to do harm to our DGI strategy for a good while IMO. Many of them have no choice, but those who cut unnecessarily are going to pay a price in the PE awarded to them going forward. Some of the aristocrats don't seem quite so over-valued now that it hit the fan.
Do you mostly intend to trade those techs or make some of them core holdings? Either way is OK of course. I just find it helpful information since I follow you like Warren Buffett.
