Took a few million dollars of profits in DEO, BUD, CP, TGT, BMY, etc to roll in to Bitcoin and AI related positions that are undervalued. Not a wholesale rotation but this is why you have classic value positions in your barbell. You can’t buy dips if you don’t have anything up.
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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