What are your winners & losers today?

[fenders53]

(06-04-2021, 03:31 PM)ken-do-nim Wrote: Cool, I'll keep those 4 in mind!

*****

It was SOXL / TECL / TQQQ day!  Good times  Still not at portfolio all-time high but inching closer.

They are facing some margin pressures in the near-term.  Like most everything else, commodity prices are throwing a wrench into projections.  But these are solar picks that should remain profitable, and some even have reasonable PEs now.  Some were really cheap before they launched last year.  They are also names the analysts and media like when they get in a solar hyping mood.  I like the outlook for the sector but in the end only a few will dominate.  Don't be afraid to trim if you get lucky and one doubles for you.  No different than oil companies IMO.  A small one might get you the big score, but when things go bad the strong ones will live and the little ones will crash horribly when debt gets hard to manage.  

My port off of the ATH a bit.  Defensive plays were out of style most of the week.