Sure, I ‘him-hawed’ my way to muted gains in January, but one must BEHOLD the decadence of an all-long portfolio + 37% cash position as the market knifes (knives?) lower:
Warning, do not attempt these feats of mind and matter at home.
In all seriousness, a few stocks from the Top 10 continue to hold up pretty well, most notably:
-EM
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