We still own tech. Matter of fact, we increased our Nvidia position last week during the big sell off because there's still the most important name in the market. My point is we can now broaden out. So small caps are buying our opinion on dips consumer discretionary which is what we own. We would increase that on dips and home builders as well too. We've been bullish on home builders, and we think that this next six months to 12 months is those will be three areas that could outperform the S&P and possibly even the Nasdaq. I think you still have to have the Nasdaq stay strong because of the weighting in these names.
5 calls
no reliable edge (random outcomes)