Daily Stock Pick

Things I go over today:

✅ YTD equal weighted tech has doubled $QQQ returns

✅ 3 great stocks I’ve recommended that are HUGE in the 4 hour algorithm ($RXT $HOOD and $CRDO)

✅ Lessons from $MSFT buy in 2005 and 2011 - timing matters

✅ $XLF has been coming back - does it have more or are single stocks better? I own $GS

Listen on Spotify, Apple Podcasts, Youtube or Commercial FREE at http://dailystockpick.substack.com

I did so much great research last night I’m going to go live with an Office Hours podcast at 10am EST.

http://dailystockpick.substack.com

Open for all - not just paid subscribers.

Very interactive today with subscribers. The main focus was more about my preference of a focused portfolio rather than chasing every opportunity.

✅ I try not to have too many positions to manage in my portfolio. I can’t manage more than 15 positions at a time. I hear a lot of people chasing every opportunity.

✅ I’ve leaned for myself that I will miss quite a few opportunities and focusing on portfolio growth vs. hitting every opportunity is far more important.

Watch and read the newsletter exclusively at http://dailystockpick.substack.com

There are plenty of catalysts in the market today:
✅ Peace deal - we’ve seen this game before
✅ Space X IPO success - I made my boatload already
✅ Fed Meeting - the market will test the new Fed Chair
✅ Upcoming Earnings - $MU very likely will have a record quarter - how will the stock react? Probably NOT the way you would think if history repeats!
Get the latest podcast on Spotify, Apple Podcast, Youtube or COMMERCIAL FREE at http://dailystockpick.substack.com

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Today’s episode:
✅ Sidekick saved me on $AAPL
✅ Sidekick saved me on $UNFI
✅ Sidekick NAILED $SJM earnings, but it liked $ORCL more
✅ Is there more downside to go and when to buy?

Listen on Spotify, Youtube, Apple Podcasts or COMMERCIAL FREE at http://dailystockpick.substack.com