In 2025 I realized about 125k in short term gains(NVDA, GOOGL, MSFT, QQQ, AMZN). I paid about 29k in taxes (ouch). Currently I am sitting on 57% cash(397k) and 43% equities(291k) split up in the following stocks:
MSFT- 76k(down 9%)
AVGO- 32k(flat)
META- 46k(flat)
NVDA-38k(up 22%)
AMD- 27k(down 3%)
PLTR- 25k(down 9%)
AMZN- 22k(down 4%)
AAPL- 31k(up 8%)
I will slowly add to these stocks and GOOGL if they continue to drop.
What's your strategy?