Thanks for sharing.
A question or two if I may:
1. The portfolio is a mix of ASX listed equities on the most part and cash. Are there views on other asset classes when coming up with your overall asset allocation?
2. To what extent are the categories defined by the market opportunities vs are there any inevitables that are likely to stay put?
(Or to paraphrase both questions, how much is top-down vs bottom-up allocation?)
