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No. of Recommendations: 1
Port hit an ATH on Friday.
Market continues to feel ripe for an epic drawdown that never comes.

Cash 65%
SPG 32%
ONDS 1.5%
Crappy mandatory mutual fund 1.5%

YTD port is up 56%

Looking for other under the radar plays I can go long on, while waiting for crowded trades to give me a better entry.

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