Following up to my post on being greedy when others are fearful.

I've been rotating out of some of my positions in banks/CPG to buy some battered high-tech high-growth names that I think are strong companies, now at reasonable prices.

Adding to my existing speculative posns

Adding to core posns

New positions

Also, plan to buy LEAP calls on the following if prices dip further (set orders with aggressive price limits).
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and my 'adds' are throttled (buy 1/3rd of what I'm comfortable with), which means I am willing to add one more installment of 33% on adds and 2 more installments of 33% on new positions. Sharing to encourage discussion on this technique
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