Kind of think this might be a top for solar and renewable energy stocks for a bit. Quite a run spurred by some high demand and legislative news. Times like these I wish had bought even more during the negative sentiment times of course, but I always feel being too overweight anything is too risky for my comfort level. Had to trim Enphase position a little today. As much as I love the company, stock is overextended. One piece of bad news, or even just Republicans leading polls for midterms (it is August after all) will send these stocks down 20% in a week. I’ve learned you can never get comfortable, even as a long term investor, when dealing with a volatile growth industry. These swings are too wild and there’s a lot of crap you can step in if you’re not careful.
$ENPH $ICLN $SPWR $SEDG $FSLR $RUN $AMRC