Finally! We had the first real pullback in quite awhile in speculative & growth stocks. My portfolio was under some serious pressure. What does this all mean? Taking a look at my names they have all had massive runs off the lows & if anything I wouldn’t be surprised if they chopped sideways for months on end. Nobody knows what happens next, but I did add to
$TWLO $ROKU $ETSY & sold
$FSLY for
$NET. If there was ever a time to make that switch it was last week for me. This could all be a mistake & it may be too early to tell. We will find out soon what lies ahead.