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Being Nimble In A Crazy Stock Market With Tommy Thornton

Lead-Lag Live

CHAPTER

Do You Want to Rebalance Your Portfolio?

i think it's important to say, i want good, high quality in my portfolio. You want to own what will be fine. Amazon's not going down 93 % like they did when they in two thousand. That's next for sure. Aleno, great companythe they're going through a difficult time with a lot of different problems,. wit with inflation, with a consumer potentially slowing here. But you've got a pretty good price at these levels here. And i do believe that that will be a sustainable business that will continue to do well.

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