Largest Portfolios (11-19-21)

8% Semiconductors (SMH)

5% Nasdaq 100 (QQQ)

5% Solar Energy (TAN) - new 11/19

5% Consumer Discretionary (XLY)

5% Lithium (LIT) 

5% Construction and Housing (XHB)

65% Money Market (cash)
 

Portfolios with > < 5 holdings (11-19-21)

10% Real Estate (VNQ)

15% Semiconductors (SMH)

15% Nasdaq 100 (QQQ) 

15% Consumer Discretionary (XLY) 

45% Money Market fund (cash)

"Yesterday's my wife signed me up for Bridge Club; I jump off next Thursday ” – Rodney Dangerfield