[My portfolio](https://docs.google.com/spreadsheets/d/1GOZnfMoRCCcAGZv-3IXeLR1cljKarhCXhWZXwNtCCk8/edit?usp=sharing)
MU, GOOGL and NVDA provided the bulk of the return this year. Despite the pull back on Friday, my model says keep holding.
I'm using 50% leverage, which may not be suitable for everyone. It makes good days great and bad days ugly.
If any bots want to come at me, show me your portfolio.
