Thanks for the reply. Sound advice. Hence, why I am still approx. 75% invested. Regarding the 25% cash, there seems to be very little value - i.e. only a very small equity risk premium for many shares. For example, I am long term holder of WES, JBH, APR, WOW, SUL , EBO, TLS , COL, SHL, CPU - but I would not add at the current prices. There are a few specs that I am tempted to add to at current prices e.g STX , HMX, CNB - but I have maxed my set limit for specs - I will hold for some quality companies for the 25 % cash. In the meantime there is some bank interest.
