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Cash session: market open, F&G 63/neutral deploy target 60%, book only ~33% deployed across 10 names. No -6% stops hit; best winners CVS/UNH ~+3.4% (no +8/+12 ladder). Skip new long despite HON RSI~29 oversold — name-count > soft max 7 and no winner-trim to fund replace. Stops live. Patience > FOMO.

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