Have a nice Tuesday,

I see this week as more of an observation week. A lot of stocks of interest to me are more at their highs like $AAPL-2.5% (although it went down slightly after the conference). And the ones that went down a bit like $DIS-1.2% I overbought in May.

Are you going to overbought something, take profits, or are you having more of an observation week too?

AAPL

Apple

AAPL
$228.88 -$5.94 -2.53%
Capital Structure
Market Cap
3.5T
Enterpr. Val.
3.6T
Valuation
P/E
35.6
P/S
9.2

I have reinvested the last 2 months dividends into $BTI+1.7%, at those prices it's a nice piece for the portfolio.

I'm also just watching and waiting for now. I did a small buy up at the end of April in REIT's like $O+2.2% and $WPC+3.1% Big tech I am holding, not selling but not buying now either, prices are high although for a few titles I believe they will go higher but I am cautious, probably not now but rates will still go higher in my opinion.

I am holding$AAPL-2.5% and don't want to buy more, but I would like to buy $DIS-1.2% stock this week.

It doesn't look like anything close to my target price, so I'm just waiting and studying other companies. Alternatively, if Tesla grows some more, I'll pick.

There are no plans in the long-term portfolio. I have 2 option positions open, one $SPY-1.4% and the other SPX. If a correction comes along and with it the opportunity to take profits off the table, I will take them. 👍

Nothing too interesting this week, the scoreboard is pretty boring, the debt ceiling is solved, now what? Binance maybe, will there be drama?😀

I'm waiting on the giants, but I definitely plan on buying in at the levels I've set :) Especially the ones I'd like to include in my portfolio already, but as I have a whatever-it-takes policy of not buying TOP. So I haven't bought many giants yet... :D For this Apple, it would be ideal if by the end of the year it would fall off a bit and next year they have already sold if I understand it VR ? There it could skyrocket then... :)

I'm looking at the market right now and I'm thinking, there's nothing here for me. We're in a mega up trend. Admittedly below resistance, but even so, the mood right now is that I don't really want to get into a short and the call side is already very stretched. So at the moment I'm waiting and seeing how it all plays out.

I'm now keeping a close eye on 3M and their perpetual lawsuits😄

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