Risk = Reward and Sticking to Your Guns


When the “experts” were panicking and comparing the Japan fallout to Chernobyl, I was too busy snapping up shares in tech companies on the cheap.

Everyone on Twitter was bearish on semis and kept saying that the Japan earthquake would upset the entire supply chain, but I still stuck to my guns.

Yesterday, Intel reported record record earnings for Q1 and semiconductors are soaring so far this afternoon.

Here is a snapshot of some of the stocks I am currently holding:

The key point is….there will always be so-called “experts” who poke holes in your investing approach, but you need to stick to your core investment philosophy.

I stick with the strategy that drives the most results for my portfolio. For me, my bread and butter has always been semiconductors and tech stocks.


The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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