(05-04-2021, 12:02 PM)EricL Wrote:It's better to be lucky than good. We never know for sure when to jump off the train. I don't day trade so I am trying to worry more about 6 months than six weeks for my spec stuff. I talked about starting my personal green ETF months ago and have been waiting for them to get slaughtered. I will be in about 5 solar/wind tickers with an entry before the day is over. Just starter positions until it looks like the freefall is mostly over. Kinda like Divemenow's weed stock list. I did my DD and a couple these have just got to work lol.(04-30-2021, 10:24 AM)EricL Wrote: Made a bunch of moves in my trading account this morning.
Liquidated positions in CRSP, NTLA, EDIT, NVTA, BNGO, NNDM, TDOC, PACB, and SHAK.
Opened new positions in AMZN and GOOGL and added to my positions in SEDG, ENPH, and GBTC.
Portfolio holdings by size is now: GBTC, NVDA, SQ, TTD, FB, DG, AMZN, GOOGL, SHOP, EGY, SEDG, ENPH
Basically came down to getting rid of the speculative junk and moving more into companies with actual earnings and growth.
Still seeing plenty of pain today, but sure glad I dumped the spec stocks when I did!
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