The Mexican trade war is over, but China is still festering and could erupt even more by the end of June. As longer-term investors we need bigger dips to buy to give us a larger margin of safety. We should see an opportunity this summer.
We have 21 current positions and that is about the most we can carry. There will not be any watch list positions until further notice. I prefer to add the normal weekly play based on conditions that week.
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