May continued the positive sentiment that returned to the markets after the spring correction. Investors remained focused primarily on AI, technology and growth companies, while concerns about inflation, interest rates and geopolitical tensions temporarily receded into the background. The S&P 500 index continued to rise and further improved its... Read more
Portfolio under the microscope: Entry into $BITF- a tech bet on Bitcoin mining with high potential
Sometimes it's worth being patient with high-potential growth tech stocks, even though they come with increased volatility. These kinds of names often reward disciplined investors who wait for the right entry instead of trying to catch the exact bottom and top.
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I reduced my positions in MSFT and CTAS. I added to TSM, NDAQ and some insurers. I’m considering buying GRMN.