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URL:  https://boards.fool.com/portfolio-update-34993068.aspx

Subject:  Portfolio update Date:  12/3/2021  5:39 PM
Author:  captainccs Number:  118201 of 118578

Growth investing is taking a break! Now that Yellen and Powell have accepted that inflation is here to stay for a time, as they stop or slow the printing press, there is a big rotation to lower risk assets. It had to come sometime and that sometime seems to be now.

I've closed all but one of my covered call positions and have lots of cash. Although TSLA and ENPH have been hit hard their businesses are unaffected and there is a good chance that both will close their recent gaps. I won't be doing any trading until the picture clears up. That's the good part of a sturdy portfolio, no rush, no panic, and lots of time to let the market settle down.

Denny Schlesinger
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