My basic investment approach involves keeping most resources in a solid core fund while taking relatively small speculative positions in a sleeve of the portfolio. I try to buy low and sell high. This sometime involves buying a stock before it reaches bottom and ignoring a hot stock that could run further.
This memo contains some suggestion on modifications to the sleeve in the current financial environment
VGT or VOOG in the sleeve of a portfolio where the core is VOO?
Is Oracle’s AI-fueled surge over?
Are weight-loss stocks like Lilly and Novo oversold?
Science supports Kenvue
