Its in 90% range. It has to be. I cannot achieve superior...

Its in 90% range. It has to be. I cannot achieve superior returns when buying and selling or withdrawing as I am not smart enough to know when to do this.
Thats why the holdings are concentrated and the businesses are ultimate. Take Toll Holdings. Been holding this since inception. Ok, its been sold down, way down. But are we to be deterred? Hell no. It is making money. It is a solid business. It is run by ruthless personnel and this will continue.
Anyway, what am I to know.... I believe that Toll is the most undervalued company, despite current economic climate or not.