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>> No.20399858 [View]
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20399858

>>20399389
Not against it per se, it is just seems like a poor buy and the market is starting to notice. Tech is notoriously easy to disrupt, and anyone betting on a single firm on a decade long timescale is absolutely retarded. Betting on the sector itself is fine, making a 3x leveraged sector bet at ath is, again, retarded.

>> No.20383658 [View]
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20383658

>>20383447
+5% on contrarian portfolio (reits, travel, financials)

+1% on VT, VTI, BND, IAU (Boomer portfolio, bulk of holdings)

Feels like tech is flowing into the other sectors.

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