"Anyway I take more notice of what Buffett says than some anonymous guy on a share chat site."Ah yes, Another guy on the internet citing Buffer like he thinks like Buffet.
Buffet started building cash more than 2 years ago:
https://www.msn.com/en-us/money/top...-warning-people-think/ar-AA1A2mQG?form=MG0AV3Since then the S&P500 has risen by 60% and the NASDAQ by 80%.
So, just like everyone, Buffet puts his pants on one leg at a time, and so he is not infallible; he doesn't bat one hundred every single time and clearly makes investing mistakes.
As for "
The stand out though is Healthcare -0.05%", after the multi-year chronic underperformance of Healthcare sector heavyweights, COH, CSL, RHC and SHL, you'd expect the healthcare sector to have its day at some stage.
Owning a basket of healthcare stocks has proven to be a massive opportunity cost.
(20min delay)