Like many of you I did some heavy tax loss harvesting in multiple sectors in the late spring. It worked out very well. I am considering another round on NVDA and AMD after seeing MU's report last night. This time I'm considering replacing those individual stocks with a chip specific ETF so as to not miss the potential run up in the space. Any of you considering something similar? Any strong opinions on this plan either way?
Disclosure: I am long in both AMD and NVDA. Each make up about 5% of my portfolio and I am down about 20% in each.
Thanks.
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