What I will do Tomorrow (My Portfolio Will be Available For CopyJuly 1st)
Teaser
Technology
#### - Micron is a top Nasdaq 100 component. This report is a direct catalyst. Add tomorrow morning, but wait 15-20 minutes after open to let the initial frenzy settle, then buy into the dip.
Borad Market
###- Broad market opens green tomorrow. Hold and consider adding. This is the safest add of the week right now.
Dividends (Revealed)
SCHD - Already paid its Q2 dividend today. Hold everything. No action needed, it did exactly what a dividend asset is supposed to do during the selloff.
#### - Same as SCHD. Hold. Your income position protected you all week. Let it keep working.
Bonds
### - Bonds will likely soften slightly tomorrow as money rotates back into equities. Hold but do not add right now. Wait until Fed clarity in July.
Energy
###- Energy held strong on the PMI data. Hold and watch. Not urgent but quietly building momentum.
Semiconductor
### - This is your most exciting position tonight. This is a pure semiconductor ETF. Micron just reported the biggest semiconductor quarter in history. ### opens strong tomorrow. If you were waiting to add, tomorrow morning after the 15-minute open is your window.
Space Stock
#### - Still your weakest position. Tonight's report does not change the fundamentals here. Hold but no new capital.
