ETF time today. The reason is simple. As some know, I run a public portfolio on eToro that can be copied and tracked. This summer, I increased my cash position to around 30% for two reasons: I wanted to have some dry powder to deploy opportunistically; cashI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable a ...