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So many shiny objects I am looking at.So many.I was way more on the sell side in the early morning hours at the close. Just about everything was on the trimming table. But I did add to PINS, ROKU and SE. A few percentages that I am pondering:I am noticeable bear territory, down 16.3% from ATH. I basically am not looking at YTD. Rather, I look at +94% TTM or +93% trailing 15 months so as not to cherry pick the COVID low. Ya gotta find comfort where comfort is. I have 53% cash now. Oh, and I have some laddered treasuries in a dusty corner which, if the market continues this trajectory for a while longer would provide for my 2021 RMD.Well, o.k., I peeked, down 3% YTD.I guess this is my exit strategy. DW's IRA is playing MF buy-and-hold as she has no withdrawal needs for 3+ years.KC
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