couldn't agree more.
But because I have sold off about 20% of my keepers the past few weeks and taking profits , I have decided to reduce Bbus hedge by a similiar % today.
It is not reflective of my conviction of a correction but rather following my hedging strategy in this volatility.
It also means I have close to 60% cash ready to take opportunities as they arise.
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couldn't agree more. But because I have sold off about 20% of my...
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