I sold Nvdia and my remaining position in XLK - ETF. That takes my stock holdings to a full on conservative 30% invested in stocks, including mutual funds and ETFs. This may be more conservative than is necessary, but I don't like that Breadth was poor at the recent all-time high on the S&P 500. That suggests a more than 10% drop from the top. I think Trump has markets upset, and with the US voting with China and Russia at the UN, one wonders whether this will embolden China to act against Taiwan.
Indicators improved today (as of 3 PM), but there are signs the bottom isn't in. We'll have to wait until after the close to check indicators. Indicators are based on closing data, but indicators aren't good at calling bottoms anyway.
