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Today, I started deploying quite a lot of cash I raised from the positions I closed or reduced as we saw a wave of rather extreme surges in stock prices. I added to $GOOGL $MSFT $ADBE $NOW $SHOP and $DUOL. In total I spent quite a lot of cash, left with around 11,1% in cash now.

More weakness will mean more adding, obviously, and I'll let you know. In the meantime, I'm digesting a few of my holdings in portfolio and their overlaps with my other positions and the strategy I want to take when it comes to those. Again, I'll let you know when I decide to take action. Have a great weekend :)

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