Hank, I went from 90% cash to 50% cash back in early May when I picked VPHM 4+ bagger, ERS 2 bagger, and FC a 3/4 bagger. Recent purchases of MED and XWG are well on their way to be double baggers. I have no idea how long this rally will last, but when I have days like yesterday +9+% (on holdings), I kinda wish that I was 100% invested.
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