I'm going to do a little reshuffling this week. I'm way too concentrated. I don't mind being concentrated but it's a little ridiculous. I shaved 5% off FVRR and ETSY, and 12.5% off of FLGT the day before the pullback (dumb luck but that thing was flying too close to the sun) and started ALSN in a traditional IRA I don't put money in anymore. There I have what I just mentioned plus a large AAPL stake I likely won't touch. My strategy there has been to take gains whenever I can take enough to start a new position while maintaining the core. There's less movement in this account and I noticed it has outperformed my ROTH probably because of that.
My ROTH I have a ridiculous amount of SE. I'm not selling. This is where I have SQ, IMMR, NNOX, a couple SPACs, and AAXN. I'm pretty ok with allocations here but I need to stop handling it so much. Maybe dump the SPACs and add another value name with a divvy. SQ might need a haircut, it's number two beneath SE after the latest run.
G/F has LMND, DKNG, and a starter in BLDP (excited about this one, thanks
@Todem ) in her SEP which was opened recently. LMND might need a haircut otherwise we're good. This is the only account she'll be adding to.
Her old traditional IRA has CRWD, MSFT, U, and DOCU. CRWD and U have gone crazy so this might be an opportunity to trim and add a little value. Old ROTH only had enough to get PINS, which is nearly a double. When/if that happens, I'm taking out the initial investment and adding something else.
My 401K and HSA are your basic mutual funds. I added emerging markets several months back and that's been working well.
Not sure why I typed all that here but I think it helped to write it out! Just feeling a little more defensive but not too defensive. I like my growth names enough to bounce back if we take a beating. Just feel like now is a good time to tap the breaks a little and add some boring names.