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Changes:AVGO +25.0%NFLX -25.0%

$RISKITALL rebalanced, added avgo took out Netflix. I think we are risk-on 💁‍♂️ higher

Changes:S +25.0%TSLA +25.0%XOP -20.0%XLV -20.0%AAPL -5.0%

added a few names. risk is to the upside I believe we're starting a new wave

Changes:NFLX +30.0%AAPL +30.0%IEF -30.0%XOP -20.0%XLV -10.0%

adding some individuals that are catching a bid. hopefully we'll see some continuation.

Changes:XOP +40.0%TQQQ -33.3%XLV -3.3%IEF -3.3%

pulling out some risk and putting more eggs into defensive etfs. the war is still going, might as well be in oil.

Changes:XLV +33.3%TQQQ +33.3%IEF -66.7%

throwing the dice here.ets see if we can continue the push. betting more on tech recovery push that lifts all boats.

Changes:IEF +100.0%GDX -50.0%SLV -50.0%

metals trade provided nice gains waiting to see what happens next. sidelines

Changes:SLV +50.0%GDX +50.0%PLTR -30.0%LLY -25.0%DUOL -15.0%

taking all profits and going all in on metals. let's see if this is a bear market rally 😉

Changes:PLTR +30.0%LLY +8.3%CAT -16.7%WMT -6.7%TMUS -6.7%

rebalancing. added palantir for a software play. I think there's room to run if we don't get a surprise rate hike. 🤞

Changes:WMT +16.7%TMUS +16.7%SO +16.7%SMH -20.0%DELL -20.0%

added Walmart Southern company and T-Mobile for a quick switcheroo as markets reprice semiconductors. 🫡

Changes:SMH +20.0%DELL +11.0%CAT +8.5%DUOL +5.4%LLY +3.4%

cut a few names rebalanced. added SMH, the tech hardware trade is back on. the American economy is saved 🤡