01-07-2022, 12:16 PM
Trimmed a little BMY. I got way overweight when it dipped under 55. I think this is my last stock I consider overweight. Probably going to add a little solar (other than ENPH) because I am calling the bottom. Not really, but close enough if I truly believe in the sector. Maybe a few shares of QQQ as well. I will nibble down on tech for a long time if necessary. I got time to wait.