Been one heckuva run! Cashing

    Posted by profmel on 23rd of Jul 2021 at 11:39 am

    Been one heckuva run! Cashing out both retirement and NQ to 75% cash and just holding my last three funds: Blackrock Science & technology; Franklin Dynatech; and MFS Global Growth. If I leave $$$ on the table so be it. Too many gremlins in the breadth numbers, strange V-bounce this week, low volume even on 90% up days, and officially do not trust the Fed to have it under control. This is my SWAN strategy so I can enjoy my vacation month and be thankful for a bountiful year! GTC's to sell AMD if we hit $95 again and sold all my FANGs this morning. Thanks, Steve and Matt -- for a very educational year! I've learned more from you at 63 than I did in the past twenty years in the biz! God bless you both!!!

    Fantastic work! Enjoy your vacation! 

    Posted by fundamentalvalues on 23rd of Jul 2021 at 05:29 pm

    Fantastic work! Enjoy your vacation! 

    Thanks and way to formulate

    Posted by steve on 23rd of Jul 2021 at 11:45 am

    Thanks and way to formulate and execute a plan

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