I put 20% of my money into amd at 78,and 20% into nvda at 529, still have 10% of my money in agi, which is finally in the black for me today, having bought it a couple weeks ago. Also put 10% into adi at 121. I like semis.
Market still may go down into election,and if contested election,then look out below. Market loves huge stimulus from dems if they win,and the tax increase will not hurt the market other than maybe short term, as it only is on the super rich,and they can easily afford it.
Remember, $1 of money to the poor produces$1.60 in economic activity,and $1 to the rich only $.60, so tax cuts to the rich by GOP hurt the economy. Economic growth in 2013 to 2016 was higher than in 2017 to 2019. Fact, not the BS the admin says.