Watching patiently with 80% cash. Apple's holding steady, but nothing else looks compelling at these prices. I'd rather wait for a real opportunity than force something today.

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.