Buy AAPL by Jan 12, 2028.

Let's be real, the idea of a smooth economic recovery for everyone is a fantasy. We're in a Kshaped recovery. High-end consumers are splurging on luxury goods (look at LVMH's earnings), while budget consumers are struggling (look at Dollar General's warnings). This has huge implications for your portfolio. You can't just buy the S&P 500 and hope for the best. You need to pick your spots. Here's my two-pronged strategy: 1. The 'Upper Arm' of the K: I'm overweight on …