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RE: TIB: Today I Bought (and Sold) - An Investors Journal #257 - US Technology, US Pharma, Gold Miners, US Packaged Goods, US Financials, Interest Rates
The VMWare sale was deal specific.
I remain exposed in a modest way via the Technology Select Sector ETF (XLK) and a few semiconductor stocks and China Tech. The trade war risk is bothering more than the economy risk. Tech, especially for semiconductors, has become deeply intertwined across economies.