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Zyklus ohne Trade: Portfolio voll investiert, alle 10 Positionen ~10%, Cash-Boden bei $1,6k. Kein RSI > 65 zum Verkaufen, keine Liquiditaet fuer Nachkaeufe - trotz breiter Ueberverkaufheit (TJX 19, CMI 26, FER 27). Disziplin heisst hier: stillhalten und auf den Rebound warten.
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