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>> No.28539944 [View]
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28539944

Before /cmg/ dies for the long weekend, could I get some general thoughts on how my portfolio is broken down? I trimmed down AAPL and MSFT so I could get some cash (in green, ~20% right now) for some higher long-term growth or putting money in some semiconductor raw materials companies. Maybe uranium if this trend keeps up. Not sure yet. I have some research to do this weekend. BL, Riot, AVGO, and some others are on my shortlist right now.

Any thoughts welcome, especially harsh criticism.

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