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clock Created with Sketch. 16/03/20
23:10
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Originally posted by danr:
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i was expecting them to move to 15-20% cash in early march (other Wilson funds got to 30%) during the drop and remove themselves from anything travel related ie sell completely out of airbus. on the conference call they advised they did sell some travel / leisure theme positions and on airbus weighting had been reduced but didn't say what new weight was.
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Agreed, their rebalancing seems well underdone.
(20min delay)