All eggs in 2 baskets – Should I sell?


I have VERY large positions in SWAV and ENPH it’s basically 85% of my portfolio and my total net worth. And, they’re currently down 25% and 18%, respectively.

Why did I buy all in just these 2? I bought at extreme peak and tried to lower cost basis.
ENPH – $160
SWAV – $291

Could anyone please provide me guidance on how to go from here? Sell? Hold? Buy more dip? I won’t be happy for a BIG loss if I have to sell now but if there’s no future then I’ll have to do what I have to do. I’m just a retail investor, i did DD as much as I could but obviously I missed out in lot of areas.


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