Are you switching ur portfolio to cyclical stocks or maintaining ur position in tech

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I’m sticking with my Tech positions. Thinking ahead to April/May/June I only see upside growth. In fact I bought more last week. This economy is set to BOOM, just needs to setup first.

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Well OP was asking about the market, but I believe everything will boom. Jobs, shipping, trade, manufacturing, all of it

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Sticking to tech

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I sold most of my tech a few weeks back - going to sit tight for a second, and wait to see if the yields calm down.

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It was a combination of tech names and high flying small caps that gave me a good return on the way up. Some in the EV space too. I was up over 100% YTD and gave some of that back, so still up on the year but would be red if I hadn't liquidated those positions.

wish i had more money to buy tbh

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You got to be crazy to be holding tech in rising yield environment.

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Fair point. I do realize that the valuations are still pretty insane. Oh well. I guess I am holding my tech stocks for some time! and I am glad I owb DIS and WM.m

Buy the dip

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Housing is extremely correlated to the 10-year! Brace for impact! Mortgage rates are moving up.

Does anything else feel like the bond yields pressure on these stocks has led to overselling and they have been over corrected? I know they were priced high to begin with and super high P/Es but seems like a little much for the sell off.

Still high. Most of these grew 30-40% from last year. If their price is more than their growth from last year then they've only increased due to valuation and/or expectations since then.

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Hopefully the tech stock will continue rising

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