Key talking points for this video:
Strength coming back into the markets with the tech sector, my portfolio is unchanged from last week's update video.
Portfolio update with companies that I'm considering taken out being TTCF and GNOG (reluctantly), I will wait to see if markets continue higher next week before making a decision.
Discussing ARKK & ARKG both entered into this in January and late into the bull cycle. Again will continue to monitor this next week before making a decision on getting out of these positions.
Briefly touched upon some trade ideas I'm looking at getting into for Microsoft & Disney.
Markets continue to be mixed and I'm leaning towards another flush out is incoming, therefore I'm cautious on getting into any new positions.
Link to the video:
https://www.youtube.com/watch?...
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