I continue to think you need a barbell approach to what increasingly looks like a V-shaped economic recovery. 60% of my portfolio is in traditional growth names like $TSLA, $GOOG, $FB, $TWTR, $SCHW, $MTCH.  40% is in “re-opening” plays like $JBLU, $WYNN, $PLNT,  $MCD, $CAR, $AMC.