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Aug Update
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Pretty slow Aug. didn’t add much new cash.
Had that month where everything in your house breaks. Lightning strike, AC repairs, rock through the window.

Sells:none

Plan for the end of year. If markets keep giving me sales I’ll keep adding to the above names. Also plan on initiating a new position in $TREX at some point.
If markets go up, I’ll slow buying and build a cash pile for the next market down turn. Currently less than 1% cash.

Ben's avatar
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