August 06, 2011
– Comments (3)
At firm website.
As of today all accounts are holding free cash of at least 10% of account value, most are over 25% and most AMP (Allstar Manager Portfolios) are about 40% cash.
Kirk, do you have a certain number on the dow that you would be deploying your cash?
So while we do diversify, we diversify only up to the level where we reduce risk. Diversifying further also reduces return potential, and we do not want to reduce return potential.
Is there a specific # on that?
I happened to wake up and browsed your site a bit more,spotted a typo-
I am always cognizant of the advice that my first landlord game me,