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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Is there a reason why TSM has been flat while other semi's like NVDA, AMD, AVGO have been on fire. I wanted to buy NVDA but missed the recent move higher and looking for another semi that will catch up to these other names. Is TSM a good candidate? Thanks!
Read Answer Asked by Keith on November 04, 2021
Q: I am holding a small position in TSM that is currently at a 2% loss. The share price has been trading sideways for some time. I also own SMH which has TSM as one it's top holdings. I am inclined to sell TSM and use the money for something else. I plan to keep holding SMH which has made good gains for me. Both are in the same taxable margin account. Should I keep holding TSM for the longer term, or should I let it go? I am also holding MRVL, AMD, QCOM and NVDA for the long term.
Read Answer Asked by Maureen on November 04, 2021
Q: No specific question, just a thank you.
I have been a member for 7 years and always look at your various resources before making any buy/hold or the more difficult sell decisions. I have always been disciplined in your suggested sector diversification and portfolio weighting. LSPD proof of portfolio weighting. Initial purchase at $35.00 and trimmed 1/3 at $150.00 (It still went up to $165.00. Oh well still slept better). After the short attack I trimmed again at $110.00 and it went back up. Today I still feel good holding a stock up 142% with a big payout on the trimming and a portfolio weighting of 3.5%. The decline was not as dramatic as it could have been. It was very hard to trim a stock on such an upward trajectory (still looking for that 10 bager). Thank you for the continued reminder of portfolio weighting and being able to sleep at night.
Roy
Read Answer Asked by Roy on November 04, 2021