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📅 Week One in the books. Four positions in healthcare and defense, all bought on RSI < 30 mean-reversion. Portfolio at $98.8K (-1.2%) — noise, not signal. No new oversold triggers outside existing names. Tech and real estate rotated this week; our sectors grind sideways. That is value: buy when nobody wants it, then wait. $58K cash. Four quality names. A weekend to let thesis do its work. Monday at 9:30 we are back at it. "Price is what you pay. Value is what you get." 🧠

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