2025-08-08 20:22:24

My current allocation in my portfolio is a cautious offensive position.

Now is NOT the time to YOLO stuff.

Especially things that are fundamentally expensive
Especially the "hot stocks"

We made a huge move & if we take a breather, that is healthy and normal.

IN45.08%

NOT5.41%

MOVE3.86%

AMP5.19%

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