The best time to go on vacation is when the market is bullish Currently, spending some time enjoying Fukuoka strawberries and sunshine. What is really driving the market? The rest of the market including Visa, Mastercard, Costco etc - are mainly flat The key movers are semiconducor stocks - NVDA MU AMD SNDK GOOGL Those stocks alone ​are bringing S&P 500 up This is why I don't think we are at a top yet. The rest of the market should be going up in the next month or two with slower momentum as "catch up" So our strategy is still to hold onto the long term portfolio for as long as the market is bullish Cheers, Eric --- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In May, I’m helping 10 people to become better at investing through Investing Accelerator. During the free strategy call, you can discuss which area of analysis you need the most help with (finding discounted stocks vs generating income). You can discuss your knowledge on options (and whether or not you are looking to learn a specific option strategy e.g. covered calls, cash secured puts, spreads) We can identify if you would benefit from the techniques covered in the program from technical, fundamentals to buying / selling options We can also discuss the tax advantages / disadvantages of using different retirement / investing accounts for each strategy. If you are interested, you can schedule a free strategy call here to see if you are a good fit. Schedule a free call Disclaimer: This communication is provided for educational and informational purposes only and does not constitute investment advice, a recommendation, or an offer to invest in any fund or strategy. No advisory relationship is formed by receipt of this content. Any references to strategies or markets are general in nature and do not reflect the performance of any client account or investment product.

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- The S&P fell ~10% in March, but surged higher for the last 6 weeks, up ~17% to new record highs - The Nasdaq outperformed the S&P, rising ~28% in 6 weeks - The SOXX, the semiconductor ETF, gained ~70% in 6 weeks - the (Korean) EWY ETF up ~65% in the last 6 weeks

Trade on NVDA Max Profit $910 Max Loss $90