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  • Reallocated the AVGO dollars in the IRA to a conservative blend of holdings....adding to SWVXX, SNVXX, JPST, JPIE, NEAR, JAAA, HTD, PDT, PTA plus a new position in BRXAX. That leaves an allocation of 60% stocks, 27% FI, 13% cash.

    Waiting for the inevitable self-inflicted policy error or black swan event to redeploy capital.
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