PEP new addition to long-term portfolio

Today I finally added PEP to my long-term portfolio. This is a value play for me and I plan on parking a large amount of cash here over-time. I expect this to heavily out-perform money market this year. My plan is to sell this a year plus out to capture the value discount we see here. I am a very heavy buyer if we dip to 165$ here.

-I like to have defensive value stocks as a large portion of this portfolio because I exposed to tremendous risk and volatility with my larger altcoin bag
-This is my general barbell strategy, super high risk alts > profit take into money market/value stocks/ and quality long holds like HMDPF