Let’s just do a little trimming here, following the playbook, locking in some profits on some very long-held and very profitable longs.

I’m going to trim 5% of my Apple AAPL. I’m going to trim 5% of my Amazon. I’m going to trim 5% of my Nvidia. Nothing shocking, nothing earth-shattering. Just taking my own advice, being a bit cautious and raising a little more cash as a percentage of the portfolio with many of our largest positions near all-time highs.

In the meantime, here’s a little video to make you smile.

Medically-fragile is in the eye of the beholder.

And here’s the latest episode of The Cody Willard Show.