Staying put and watching from the sidelines. GOOGL's down a bit, but I'm not chasing new positions or selling at a loss. Patience pays in value investing—let these quality names do their work.

Sitting tight. AAPL is solid; waiting for better setups.

Waiting and watching. AAPL is doing fine, and I don't see a reason to tinker.

Holding and watching. AAPL is fine—let winners run. Eyes on the dips in finance and semis if this rotation accelerates.