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Archive of entries posted on 25th March 2021

The rotation continues. But who cares? I have faith. Also Spring and Passover are here. With the best jokes.

This market has been gruesome for me, because my allocation is too tilted to tech stocks (like Apple, Amazon, Nividia, PayPal and Tesla) Fortunately, I also own stocks AVXL, RBLX, LUV, LOW, JETS, TGT, GE, COST, TSCO, HD and F. They’re mitigating, but not enough. Ah, the value of “diversification.” The other value is not […]