AMD and APPL : Keep buying

 Both will continue to grow and great addons for baselining your portfolio

https://www.marketwatch.com/livecoverage/amd-earnings-results-q2-semiconductor-ai-advanced-micro-devices/card/amd-sees-continued-growth-in-data-center-with-ai-chips-ceo-remains-bullish-RhBez3bGYwygNRTsZU3a?mod=mw_quote_news

Baseline portfolio

Sector,Stock,Ticker,Allocation (%)

Technology,Apple Inc.,AAPL,10%

,Microsoft Corporation,MSFT,10%

Healthcare,Johnson & Johnson,JNJ,10%

,Pfizer Inc.,PFE,10%

Consumer Goods,Procter & Gamble Co.,PG,10%

,Coca-Cola Company,KO,10%

Financial,JPMorgan Chase & Co.,JPM,10%

,Visa Inc.,V,10%

Industrials,Honeywell International Inc.,HON,5%

,3M Company,MMM,5%

Energy,Exxon Mobil Corporation,XOM,5%

,Chevron Corporation,CVX,5%

Total,,,100%

Time horizons for Stock plays: Playing off the edge

 One way to do is classify if the edge into 5 buckets: 

1) scalping (momentum for the day), short term (2 - 5 days), 

2) swing (2 weeks to 12 weeks), position (1 quarter to 4 quarters), core (1 year - 5 years). 

Typically 1 is based on event that causes clear supply / demand imbalance for the day. 2 is statistical arbitrage (over bought / oversold). 

3 is earnings based moves that will last till the next report or price action concepts like breakout or range reversal. 

4 is financials or fundamentals based momentum. 

5 is for long term secular plays

Courtesy: Mukesh Masand