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Changes:HOOD +8.8%MS +0.1%GS +0.1%BIL 0.0%BLK -2.9%

$BANKSTERS Moving some upside back into HOOD to prioritize digital Banksters over legacy at this time. I will expect the OG Banksters to catch up or leapfrog them in the future as digital verticals are stood up but I’m still bullish for now as clarity act and some other FUD drives digital adaptation. I’m swing based on trends I see through September to the midterms.

Changes:BX +5.9%BLK +4.9%JPM +3.8%GS +0.8%MS +0.8%

Moving some earnings back to the O.G. Banksters but leaving a healthy position in SOFI, NU and HOOD.

Changes:NU +10.0%HOOD +1.9%SOFI -3.9%JPM -2.1%GS -2.0%

Moving earnings into SOFI, HOOD and NU this week for 70% of total book.

Changes:HOOD +10.3%SOFI +8.8%GS +1.7%NU +0.3%MS -8.7%

Rotating to digital Banksters this week after some signals I’m watching to push this book ahead of the pack.

Changes:MS +11.0%JPM +7.2%BX +4.5%BIL 0.0%HOOD -8.4%

Reallocating to move back to some of the traditional banks announcing interesting DeFi approaches. Rebalncing all

Changes:SOFI +9.1%NU +6.4%BLK +4.9%HOOD +3.5%BIL 0.0%

Reallocating Banksters with digital asset strategies as clarity act makes noise in market. Roller coaster ahead and will stay ahead of it to balance accordingly

Changes:HOOD +2.8%NU +2.0%SOFI +0.1%JPM -2.0%GS -2.0%

Reallocating again to taking earnings from the OG’s and make more room for HOOD. Expecting book to stabilize following the storm

Changes:HOOD +10.0%BLK +3.5%BX +2.6%MS +0.8%NU -10.9%

Adding HOOD back into the mix and reallocating with SOFI still in top spot for now. Will reassess later next week.

Changes:NU +6.0%SOFI +3.0%BLK -3.5%BX -2.0%MS -2.0%

Rebalancing with more allocated to SOFI and NU for the remainder of the week.

Changes:BLK +1.5%JPM +1.0%BIL +1.0%BX +1.0%GS +0.5%

Reallocating following geopolitical events and taking some earnings from NU and SOFI to add positions in GS and JPM.