Apart from the MU shares I bought six months ago all my other positions were added recently.
I’ve also been reducing some of my holdings lately to rebalance my portfolio.
To be honest, I’m still monitoring these new positions; with the market going up and down short term fluctuations don’t really mean much.
I’m wondering whether I should hold on and wait for the trend to become clearer or adjust my positions first to manage risk.
Do you think I should hold on?
https://i.redd.it/p31bp5lwvr0h1.png
Posted by elperdedor4
6 Comments
AMD until 2030
what r u reducing?
The only one I have here in a significant capacity is NVDA and I’ve been holding them since 2015. I’m going to continue holding for the foreseeable future
MU and INTC I’m holding onto. Both look like they have a lot of future upside. DRAM demand is projected to peak somewhere in late 2027 or early 2028, so I’ll watch closely around then for signs MU is tapped out, since that market is so cyclical. INTC seems like a comeback story with good deals lined up, so I’ll take it quarter by quarter and hold so long as it stays on that path.
TSLA – wouldn’t touch this one with a ten foot pole. Way overvalued. It’s a $40 stock IMHO.
I honestly hold stocks forever. Still sitting on AAPL from 2002.
I would be most scared aboute tesla. Is going to be interesting, how its going to perform, when space x has its ipo. It might come down a bit because almost all of future “growth” is kinda promised there. Like ai and space stuff. But i am always a pessimist on tesla
, so kinda biased. I dont know about the other stuff.