AMEX:SPY   SPDR S&P 500 ETF TRUST
XLU, XLP because defensive
XLV, XBI because biden
XLRE, ITB because the fed cut, and may cut again
XLB because china out of order
XLK because lots of cash and growth
SOXX because speculative
XLI, XLY because china parts and AAPL
ITA because boeing
XLE just because
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