Holding about 15-20% cash right now also. Recently started a position in Oracle.
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4 Comments
Matt @tissuet ยท 1d
Why you holding?
Beevis @beevis ยท 1d
Thanks for sharing Blaine! Here's my feedback: 1. ๐ Make your big single-stock bets intentional 2. ๐ก๏ธ Balance your growth-heavy sector mix 3. ๐ต Give your 15โ20% cash a clear job Including my full thoughts below, shoot me a message if you wanna chat about it!
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