IMO AMD is overpriced right now. I don't see how it can realistically go higher with them dominating Intel being baked into the price the way it is. Also with silicon shortages going to be a constant for the next 2 years I'm concerned what happens if they miss an earnings.

Yeah, it's a hard decision. Maybe I'll sell off some of the holdings like REITS, PG, JNJ, and KO.

Personally, as I looked at that list bottom half is where I'd cut fat. Top half, most of those companies are well off their all time highs, basically have been flat to down since August which is a good thing as they continue to grow so their valuations are more acceptable. REITs I like even though I personally don't have a ton in my portfolio. From that list, i'm not a huge fan of WMT, TGT, Costo. Not that they are bad companies or investments just not sure how well they'd benefit from mass reopening.

This post was edited by ofthevoid on Apr 1 2021 09:30am

That is exactly what I was thinking. Sold off BRK.B, HD, COST, WMT, TGT, KO, PG, STOR, O and JNJ. Added ENPH, NLFX, PLTR, NVDA, INTC, TSM, and increased % in TSLA, AMZN, APPL.

My best investment this year has been the processors I just sold. Bought in January for 2k each, just sold them for 2800 each. Gonna buy another 3090 and build my wife and I each a gaming rig, and mine on them in the background.

Do you guys store your crypto on the trading platform you bought it on or transfer into another wallet?

wallet. dont store it on coinbase or binance

I have an electrum wallet from back in the day, I can use that. Problem is the fees to transfer it, but I suppose it wouldn't be that material

Was mulling over using the Coinbase vault which seems secure but then if the company goes bust the FCA wouldn't guarantee my money back like they do with banks and regular trading platforms

Only planning on allocating 1% of my net worth to crypto at this time, 75/25 BTC/ETH split

generally if u plan on holding 1 year + then store it.

if you're buying to sell at the end of this bull market and on a top notch exchange just leave it sit.

ive read a lot and most of the people's reasons for not storing is hacks that happened years ago where the exchange still replaced the stolen BTC and no one lost a thing.

all of my buys from this year are sitting on binance, ill sell off once it hits 80-100k as i consider that the end of this bull run. if we get SUPER bearish ill transfer it off and wait for the next bull run while i buy more once it bottoms out.

coinbase is unlikely going to bust. theyre having a public listing in 2 weeks.

the fees are much higher now than 4 years ago to even transfer to yourself. still the hodl on a private wallet is safest and best practice