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to take advantage of a broader rotation/drawdown in the growth cohort, which I still hope will happen this year.

and I am itchy-itchy to raise cash. I had some positions that made up about 1% of the port. These were from NPI and the Cathy Wood, Captain's Ark tool. Bought on May 10. They were Ark funds stocks that screened for positive returns for 6-month, 3-month and 1-month time periods. It was a mixed bag of 10 stocks, an experiment that had DE, CAT, SCHW, HUBS, LMT, TDY, HON..... Old line DOW companies in there. That group were down a percent or two so I just raised cash. What I am looking at is my ROKU, CRWD and SE. I bought the dips over the last 4 months. ROKU is up about 19% in June. CRWD is up 37% from May and 22% from June dips. So, did I buy those for trades or to build up the position. Trying to convince myself one way or the other. The answer it they were intended for trades but the old greed is sitting on my right shoulder and prudence is on the left, whispering "remember February and March".

I am creeping towards ATH and that makes me want to hold in order to get those last few dollars. I need 4.44% more after a 3.08% pop on Tuesday. DW is up 16.9% YTD and is 1.8% below her ATH after a 1.8% pop on Tuesday. One more good day is all she needs. Prudence versus greed. So tempting to keep saying "up and to the right", the old MF mantra to stay fully invested. Good excuse for minding Greed on the right shoulder (no political significance intended). My other meter is my MF CAPS score. It hit 95.88. Over 96 has been a good indicator for profit taking.

Then I am thinking about taking the short term gain on ROKU, SE and CRWD and putting into UPST. Need more saxophone time to clear the brain. I'll probably hold. I have 24 stocks so if we get Doom's rotation I can sell the lesser conviction and buy the higher.

KC
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