After going over the earnings of $HII I decided that I could (for now) use more cash on the sidelines and have around 5% of my portfolio in $HII in case something does happen between Ukrainian and Russia and I’ll have some exposure (positive alpha) via $HII … nope that’s not the case but you never know

Otherwise will wait with the “cash” of 5% on the sidelines to see how the rate hike goes and possible be adding more to $PYPL $SPOT $VMD $TWTR or any other growth stocks that go down