05-12-2021, 11:02 AM
Added a little more QQQ and AVGO. Decent sized starter position in PENN. I'll add some DKNG when the falling knife act subsides. Some of my sin stock tobacco money is headed to gambling but gradually. Added some ARRY while it is getting destroyed today. May nibble a bit more solar today. I have a ways to go to fill that sector and now seems like an OK time to add while the reality of increased costs is settling in.