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[QUOTE="McLovin, post: 3629756, member: 9450"]
Good point. Yes my risk tolerance is definitely higher and a more risk adjusted benchmark should be used. I'm using 6/30 YTD numbers from Fidelity, 7/31 I'll have early next week. NASDAQ Composite  total return YTD in that period is only 12.67%. NASDAQ up 31% over past 3 months, I'm at 36% in the same time span, so on par / slightly ahead.

Yes I am in all tech and B2B stocks, most of my core composition has not changed in a few years - I own PayPal, SalesForce (via Tableau acquisition), Mitek, Qualys and I used the dip on Square to buy it in the 50s. I held on to everything (plus bought Square) through the drop and the subsequent run up.

Sold off a bunch of shares the past month and am at 80% cash. Have never traded, always been buy and hold, but the prospects on getting to cash out at most of these stocks' highs and potentially rebuy with a second dip is too tasty. If I'm wrong, I can always get back in here or pay the premium to buy back at slightly higher levels.
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