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Changes:VGSH +30.0%VGIT +30.0%BNO +0.6%SGOV -39.5%ANET -5.0%

$PRIMOTEQ Broad risk reduction. Last week equities were cut in half, today we finish the job with the exception of PANW. Oil remains. Nice hedge to geopolitical blunders. Adding short duration treasuries as Fed might need to rethink hikes into angrowth shock.

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