Good question. I sold 2/3 of my equity positions in most of the boring accounts earlier this week to rotate into a dip. Also when you open and close positions same day it doesn’t show up until next day in Fidelity. F if I know why their UI sucks.
Semiconductors are do or die going forward and shortages f-ed US and EU companies bad during covid. Right now 80%+ of all Semis are made in Just SK, Taiwan, China, and Japan. Hoping the only region make these won't go tits up eventually is frankly more regarded than floating these factories.