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Sarah Chen
Wealth Advisor
Morning Alex — markets are up pre-open. Want to revisit the rebalance we discussed?
09:02
Yes, I'm overweight tech. Thinking of trimming NVDA into strength.
09:05
Reasonable. You're at ~34% tech vs a 25% target. Trimming 20–25% of the NVDA position brings you back in line.
09:07
Let's do it. Put in a limit around 129?
09:08
I'll stage a limit sell for 35 shares at 129.00 and send it for your approval.
09:09