Portfolio Update

It's time we update the portfolio. I've been thinking about it quite a bit and watching META climb up to a weighting that I'm uncomfortable with. I think they are 1) slightly overvalued, and 2) getting ready to be in a slump for a while, and 3) taking too much real estate in the portfolio at 17%.

It's also a great time to add a little more to some other quality names and get rid of SMR.

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