Q: With the chaos in the US market in Q1 2022, im considering adding some quality growth names to my portfolio. Which US growth names do you think are attractively valued in the current market environment?

Q: The above companies have all fallen below 1.5% of my portfolio and I am looking to do some cleaning up. Could I get an add/sell/hold recommendation on them please?
Thank you

Q: I own 18 US Stocks and have losses in the following 6:

1) D.R. HORTON is down 13%
2) ULTRA CLEAN HOLDINGS is down 23%
3) CROCS is down 43%
4) QUIDEL is down 47%
5) CO-DIAGNOSTICS is down 59%
6) FULGENT GENETICS is down 11%

My Portfolio is 20% in cash so I can take advantage when a particular stock is down for no good reason.

All the above are small holdings, and therefore I am able to easily lower the % loss by adding to my holdings, and hoping that once the market recovers, I can sell them for a smaller loss.

Which of the above would you add, and your reasons why ?

Which of the above would you sell, and the reasons why ?

Thank You.