Not sure what came over me but I wanted to mitigate some risk and sold off some positions today.
Sold all of these for a profit:
Apple
Microsoft
Google
Draftkings
Sofi
MGM
Celsius
Reallocated some funds to SPY which is now 70% of my portfolio. Holding some MARA stock and some random junk as well.
Not sure if I want to stay in cash for a bit or just DCA everything into SPY. Also, this is not a humble brag, I really don’t know what I’m doing and feel like I might purchase real estate within a year or two and being so heavily in stocks makes me a little nervous I guess.
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