Every investor should have some Net representation in the portfolio. And the younger investor, with a longer time horizon, may want it at a higher level, as compared to someone closer to retirement. |
I think for short-term, the next 60-to-90 days, we're going to go sideways. Until the Fed stops raising interest rates, we're still under pressure. I can't see multiple expansion from this until we get a firmer handle. |
The fundamentals in the overall Internet arena are strong, and Internet traffic is still doubling every 90 days. |