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Current positioning into 2023
PA allocations (some include options) 1/6:

37.5% cash ( $XHLF & $SGOV )
13% $ALSN (+CCs)
10.1% $BTI
8.5% $PLBY
5.5% $DOLE
4.6% $EOG
3.8% $GRVY
3.7% $OSTK
2.5% $VTNR
2.1% $IMXI
1.8% $ATTO
1.5% $GOGO
1.2% $TTI
0.3% $PBR
~2% $AAPL+ $QQQ+ $SPY P
Tiny $TPB, $ASTS, $MSOS CSPs

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