What do you think of my portfolio?
Can see that $TAN is one of your largest holdings, would love to understand and have insight into your reasoning here :)
I am no trader, and a very mediocre investor. But in this market, if I had 26% of my money in solar, I’d definitely be looking to take some off and add to other ideas. If there’s froth left somewhere, it’s probably in a handful of companies, and half of them have to do with something “solar”.
$ENPH is my second largest holding so I’m no bear, just someone trying to be aware of their premium valuations.