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I've been gradually raising cash - converting my 401k SPY and Target Funds to be able to pick up the dip that I think is coming, and yet the market keeps chugging along.

I've been tinkering around the edges of the portfolio - selling out of $CRSP, because all my other Crispr stocks have performed and the largest market cap one seems mired in quicksand.

Added small stakes in $AMD and $NVDA and $ESTC in the last month.

Biotechs as always look exciting and dangerous. Check out $SAVA today ouch!

Rob T's avatar
$21.8MFollowers
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