I am going to pick 5 stocks for the 2nd half: gimo, data, yelp, snap, twtr I would put them in equal weight with $10,000. each for a portfolio of $50,000. I do own them all among many other positions. For the purpose of tracking, I would use today's closing price and come back in January 2nd, 2018 to see how it performs. I am relatively confident that these 5 stocks as a group will outperform the market. Let's not engage in debating each individual names. If you don't like what you see, offer a replacement and we will compare the results in six months. Happy Trading!
All companies that are bleeding money. But it's ok because it's a bull market and that's how companies get abnormally high stock valuations
I would trade in 0 of those 5 stocks and would never "put them in equal weight". I can't tell you which stocks will outperform the ones you picked. I don't just pick 5 stocks, put equal weight on them and hold them for 6 months no matter what happens... I can tell you in the moment I have big positions in BIP, AMAT, and EXAS.