Maersk: The Perfect Rotation For My Portfolio

As the S&P ( SPY ) and QQQ ( QQQ ) are hitting 52-week highs, I am reviewing my portfolio of investments. With the QQQ trading at a >25x multiple, I've trimmed some of my positions that have experienced significant multiple expansion, such as AmericanI'm an individual investor looking to build a long track record of compounded returns. I have a director level job in Accounting/Finance and invest because I passionately enjoy researching companies. I've been investing for 5 years, although the first two years ...