GC1 glennon small companies limited

Ann: April Monthly NTA and Investment Report, page-6

  1. 5,712 Posts.
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    I for one am very glad there is 22% cash in fact my private portfolios and companies are all above 15% cash and trying to get to 20%. The comparison I would make is that right now we have huge uncertainties in the world Middle east , Pakistan vs India, Russia vs Ukraine. Even TDS ( Trump derangement Syndrome). The markets are high - Ai vs everything. I think Cash right now is good to keep. Afterall, if its good for Berkshire Hathaway it must be a valid strategy.
    Last edited by joewolf: 16/05/25
 
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