6Mes·

YTD 39% doesn't look so bad after all.

I will have to sell a share soon $VUL (+1,16%) because it is overweighted.

I'm still annoyed $PLTR (+3,08%) not to have bought at <10 but I was there at $ENR (-2,43%) was there at the right moment :)


Overall, I plan to clear out a bit by the end of the year and increase my cash allocation for now.


Any opinions?

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