SandyB
I am >0.75% cash at the moment and will probably invest that this week.
You could say I am a "conviction investor" ie I have a strong conviction in the energy sector for the short, mid and definitely long term, particularly emerging, scaleable green energy like coal bed methane, hotrocks and underground coal gasification. I am definitely overweight in those areas.
Cheers
Poyndexter
what proportion of your portfolio be in cash, page-3
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