Since I started my live portfolio on this blog, my picks have seen some wild swings. Not the best entry points on some of the picks, they are holding steady as of now. I feel like we are at very lofty levels with these stocks, but reluctant to really do any short positions as I have been burned on my last couple. At the same time I find it hard to really commit to any long holdings as risk to reward isn't great right now. We have many stocks at lofty 52 week highs, like TJX which was on my radar but risk/reward isn't there.
So in the mean time, will stay pat unless any good opps come forward. Despite the equity rally I believe we will have a substantial correction, but while there is no evidence of it yet, I remain long.
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