tazzycorner
High Supremacy Member
- Joined
- Jul 14, 2004
- Messages
- 38,630
- Reaction score
- 4,727
tgt, khc among others. I bought khc because buffett owns it and looks cheap. Turns out he is wrong.
Also got manulife reit which was pure us office reit. ***** disaster that one was.
he has been holding his portfolio for a while
not that he's right or wrong, just that the stocks he has been holding isn't performing in the current bulls market
unlike Cathie Woods who buy/sell riskier stocks every other week
while the market is making all time highs, not all sectors are doing well
only certain sectors are booming and have more potential for growth
eg. AI related, tech, semicon, defense, utilities, infrastructure, crypto related, gold
might make sense to rotate out partially and reinvest into other stocks?
btw, this isn't financial advice. just food for thought



