Safer bets

Gm
Cost
Tmo
Hon
V
SMH
Adobe
Walmart
Amzn
Google
Msft

The FANG stocks have been lately in consolidation the past 3 months and look to be coming alive.

Material and resource and industrial stocks have been doing well (partially due to falling dollar) and probably will continue to rise.

I’d give you some of my more speculative stocks but frankly they’ve all gone up so much the past 9 months that you’d be a bit crazy to buy them up now. Cryptocurrency is correcting and if Bitcoin gets to 25K buy a very small amount there. People love pets, so Chewy probably has another leg up. Pawz is a pet stock ETF that probably has some legs left. Solar and clean energy stocks have soared but could have more gains (Tan).

I think the move in oil and financials is a bit of a head fake (underweight still). Gs and MS did crush earnings and would be my two picks in financial.

Cost average in; don’t buy all at once.