Hey. I’m lucky to have ENPH avg cost $20, and now that I am up 13x it’s 16% of my portfolio (next highest is TTD at 13%, then PL at 10%). You think I should trim 1/3 or 1/2 my ENPH position to free up cash?
Im thinking things will go down from here so the idea of having cash to add to other stocks at lower prices later on. But I also hate feeling like I am “trading” because I have always wanted to be a long-term buy and hold type.
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