Stocks for the Long Term

[BlueWolf]

I closed a couple more positions this week, and I’m now sitting in 95% cash. I have been more active swing and day trading, particularly during this week’s late surge, and I will probably continue trading this way while I wait to see how things play out. Here are my current LT positions and watchlists:

Current Ownership:
AAPL, FRPT(.5)

Tier 1 Interest: CHWY, CRSP, CRWD, DDOG, DOCU, EDIT, ESTC, ETSY, FLGT, FVRR, KNSL, LMND, MDB, MELI, MGNI, NET, OKTA, OPEN, PINS, RDFN, SE, SHOP, SNOW, TEAM, TSLA, TTD, TWLO, U, UPWK, VCYT, WD, ZEN, ZM, ZS

Tier 2 Interest: AAXN, ADSK, ALRM, AMT, AMZN, ANET, APPN, BL, BRK/B, CRM, CRNC, EQIX, EXPI, FB, FIVN, FSLY, FTCH, FUBO, GLOB, HCAT, HUBS, INSP, IPOC, LITE, LOB, MA, MASI, MDLA, MSFT, MTCH, NCNO, NOW, NTNX, NVCR, NVTA, NVDA, PANW, PAYC, PING, PTON, PYPL, QRVO, ROKU, RVLV, SFIX, SMAR, SNOW, SPCE, SPLK, SQ, SWAV, TDOC, VEEV, WIX, ZUO

Tier 3 Interest: ABMD, ADBE, APPF, ASML, ATVI, AVGO, AYX, BIDU, BILI, BKNG, BOMN, BYND, BZUN, CGNX, CLDR, COUP, CSGP, DAVA, DIS, EEFT, EPAM, EVBG, FICO, FLIR, FTNT, GH, GOOG, HQY, IDXX, IIPR, INS, IPHI, ISRG, LAZR, LYV, MNST, NEE, NICE, NNOX, OLED, OLLI, PI, PLTR, QDEL, QS, QTWO, RGEN, RH, SDGRj, SGEN, SIVB, SPOT, SSTK, STAA, TREX, TTWO, V, WDAY, XLNX, ZBRA, ZG, ZNGA

Bold - New stock on list or stock that has changed lists

[BlueWolf]

Guys, I am going to discontinue my “Stocks for the long term” weekly updates. I may start it up again at some point, but right now I am almost exclusively day & swing trading so there’s just no need for it.

Good luck with your trading and investing.

[jiesen]

There probably isn't much out there that I'd want to buy for the long term right now as well. The market just has to take a 20% or 30% dump, and soon! After we're down 25% then I might consider stocks for the long term.... I'm sure if we're patient, we'll see that happen sometime within the next 6-18 months. Meantime, I will be holding cash, and lots of it.