I took today’s opportunity to top off my SWKS and SKX positions. I added SWKS at 92.85 and SKX at 120.73. In order to make those moves, I sold out my relatively small PAYC and SEGD positions. It made more sense to me to have more of Saul’s (and objective reality’s) top two stocks than the less sure and smaller positions I had less confidence in. SWKS and SKX are now each just a bit over 6% of my portfolio. If it heads down more, I might add again.
Thanks, Mr. Market. (And Saul!)
Vivienne