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No. of Recommendations: 4
So many shiny objects I am looking at.
So many.

I joined Beth Kindig's service recently, in anticipation of this Rotation continuing.
Wanted to see another viewpoint on convictions and hopefully find a new name or two.
Definitely worth it so far.

Anyway, if I list all the things I did, I think it will be unfair to her service, as some of those buys were based on alerts. So maybe I share it in a week or two.

I almost bought TTD. I literally hovered on the buy button. Couldn't do it in the $600s.
I bought some more of my existing holdings that were beaten down.

I will say I bought a mix of EVs, china ADRs (I know, I know...), ad-tech, fintech, and semi.
Also saw a twitter post on ONDS which was a Nasdaq uplist vs SPAC and so perhaps a bit more under is involved with edge communications and in good trends. an appropriately tiny allocation. That one wasn't from Beths site.

Thought about: EXPI, ZM, and even pondered SNOW. But EXPI has run so hard, and ZM and SNOW still have plenty of room to give.

I am taking a hit to my YTD stellar numbers by deploying at likely not-bottoms, but ok with averaging down.

Cash is something like 22% now...hard to track.
And my rock-solid SPG and SPGS-U both serve as "better than cash" options if the market truly truly loses their mind and I want to take some more SPG off table in opportunistic manner. I am not there yet. But that is another 58-60% of my port, although much in taxable so probably not touching that.
Let's say with Cash and non-taxable SPG, I may have 40% to play with, if needed?


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