US stock market is showing a rare sector rotation focus.....
Even Technology is NOT behaving in any defined manner....
This IS a difficult market with changing focus on a daily basis...
There are few ways one can deal with " uncertain AI environment "
Reduce exposure
Stay in strong acting stocks
Get rid of weak ones
I have done all of the above with the changing / uncertain investment climate
Here is how I ended last week :
Last week Down 23.20%
YTD UP 65.07%
Here is my weighting on 30.79% exposure :
AMDL 40.81%
MVLL 30.80%
MU.TO 27.83%
GGLL .56%
BLOG does NOT give buy or sell.
Saleem