Decided on 3 stocks, ADS, HZNP, AVNW
After doing more dd, I've decided to own these 3 longs positions, while also having short position in TZA and SOXS. This way, I've basically leveraged my portfolio. However the portfolio will most likely do better on down days than up days, which is fine, since I believe we are in an over valued market about to correct at any time