The New Norm: Buy high! Sell higher! is a sediment echoed throughout trading communities such as Robinhood, Webull, Schwab, TD Ameritrade and Revolut. As stock valuations sky rocket and companies aggressively move to acquire cheap monies to line their war chests a fleeting thought occurs….. Do I want to be in the game or sitting on the sidelines in cash as others prosper? What is one to do?

Over the past two months I have repositioned my portfolio taking advantage of volatility and market opportunities by adding to core holdings DocuSign (DOCU), Unity Software (U) and Magnite (MGNI) while initiating new positions in Marvel Technology (MRVL), Slack Technologies (WORK) and Fulgent Genetics (FLGT).

Last 3 Trades

Marvell (MRVL: $45.11) – flies under the Wall Street radar as a global semiconductor provider of analog, digital and embedded microprocessor integrated circuits. Two most notable acquisitions: Inphi ($10 Billion 10/20) and Cavium ($6 Billion 7/18).

Slack Technologies (WORK: $40.67) - software platform that brings people, applications, and data together. Slack is experiencing tremendous growth and has excellent partnerships.

Fulgent Genetics (FLGT: $40.63) - provides genetic testing services to physicians as it primarily serves hospitals and medical institutions. Fulgent Genetics technology platform integrates data comparison, algorithms, learning software, and genetic diagnostics tools.

Making room for tomorrow’s stock disruptors means clearing cap space so new companies may shine. I had to grant free agency to Fortinet, Nvidia, Teladoc Health, Guardant Health and Adaptive Biotechnologies. When building your portfolio carefully measure the risk and reward you are willing to take. A smart strategy to consider is establishing diversified equity positions over time, and be true to your personal investment philosophy. Keep an investment journal and critique your buys and sells. Most importantly, “Its time in the market not timing the market!”

https://youtu.be/WC8_granXss

Disclosure: Tom currently owns shares of all the stocks mentioned in the article. These stock picks are in no way, shape, or form intended to be financial advice. They are just investment ideas that encourage the reader to do further research on his or her own. Tom receives no financial compensation for this article. Furthermore, Investment Mob LLC is not a registered broker-dealer or a registered investment adviser. Any product from Investment Mob LLC is furnished for your personal, noncommercial, informational purpose only, and a particular security in the product does not constitute a recommendation to buy, sell, or hold that or any other security, or that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. You further understand that Investment Mob LLC will not advise you personally concerning the nature, potential, value or suitability of any particular security, portfolio of securities, transaction, investment strategy or other matter. To the extent any of the information contained in the Product may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. You acknowledge that you are responsible for your own financial decisions.