That's a real tough question. But I have super high conviction in $AMZN & $BABA if China trade talks go well and ger resolved. Longer term I like the nuclear names and smaller $NVTS $BBAI names giving them time to cook. $CCJ went up about 25% since this video was made and higher since my nuclear article & video.

so I'm a big fan of hedging but the trend is your friend and this past few months I've lost more than I gained on hedging so I like a 15% below current price stop loss or 10% if you want to be more conservative and raise as you go. Position size is a preference really, of course the rules say you should trade balanced, but I trade often based on risk. I see lower risk in a stock like amazon and ford tanking then lets say a $SOFI, but for me, some of these stocks have such bright futures so I'm heavily invested in leaps and when it runs up over 50% I sell part of my position or sell covered calls 25% higher or more than the current price, that was I pull out most of my initial investment for another trade and then still have upside. Some names like sofi I got leaps months ago at $12 so its so in the money now I just leave it alone and watch. Typically my position size is based on my conviction, I invest in options 3k, 6k, 12k or 20k+ depending. A stock like UPS I felt was safe, didn't see such a big move coming so I was only in for 6k, but with stocks like $AMZN I'm over 20k, I hope that helps and to scale I'd recommend you do the same 1%, 2%, 4% and high conviction 6%+. I can't tell you what you want to own, but buying some of these companies long in my opinion is a winning strategy all on its own. Of course when markets start retracing that's where the hedge comes in, currently I don't have one in place. Just closed it about a week or so ago.

And TY for the feedback!

sounds good. ITs funny, the last time I wrote an article about Nuclear folks requested I do a video HAHA, I guess I'll have to do both. :-)

Thanks. :-)