As predicted we moved the rest of our cash position into ETFs as the market took off on Thursday.
This morning the July non-farm payroll numbers came out and the report was good but, importantly, not so red hot as to spook the market on the topic of faster and larger interest rate increases.
We're at 100% invested in a mix of QQQ, IJR, FFTY, and RDIV. Markets are up in the early going.
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