My portfolio update. Again, VOD is an error, not 25% but <1%. In the pull back over last week+, I

(a) Almost deployed all my 11% cash.

(b) Sold over half of VG due to acqn

(c) Sold around 25% of my holdings in banks, blue chips that didn't fall much

(d) and rotated towards high-tech high-growth. Finally some enticing prices. >doubled holdings in $ESTC, $CRM, $ABNB, $PTON; nibbled on $CHGG, $ZM and bought 2024 calls in $WOOF, $DBX, $AKAM.