This is how I’m lined up for 2021:
I’m old but don’t plan on needing this money for 8 years. I’m generally healthy and having fun with work.
- 25% large cap growth and digital media: FBRGX and PBS (also serves as cash position)
- 25% alternative energy: TAN, ICLN, PBW
- 10% gold: IAU (also serves as a cash position)
- 10% telemedicine: EDOC
- 10% 5/6G backbone: FIVG
- 10% airlines: JETS (50% bump expected in next 12 months, then I’m out)
- 10% cannabis: THCX
Thoughts?
I wonder if FBGRX can sustain another year.......their top 10 holdings comprise 50% of their portfolio and they're pretty much all riding highs
your 'cash positions' aren't close to being cash positions.......nothing wrong with 20-25% actual cash
telemedicine is good, I would consider a broader cutting edge medicine approach including something in addition to service....something research related