As expected, my main stocks retreated after I sold them. I didn’t get out of Apple well as my ask didn’t get serviced, so I sold it for less then next day (but still up for ~40% gain). I did a lot better with Amazon, selling pretty close to the peak.
Both of these stocks retreated. Not as much as I wanted but I did nibble in (a tiny amount) on one day. I just don’t like to be totally out of the market. It looks like the may get some momentum and rise further, especially if the jobs report is good tomorrow (which I expect it to be). But, weighing the risk of over-valued PEs versus the small potential upside, I am likely going to hold off buying more, unless we get a more significant retreat. As we roll into June I expect we may test $2300 once again and that may be time to grab a position. I will likely pay more attention in mid-June.