1. Cash - 40% Allocation
2. Cash - 30% Allocation
3. Cash - 15% Allocation
4. Cash - 10% Allocation
5. Cash - 5% Allocation

Been 100% cash since March. I have been pounding the table ALL year on being short sided and cash heavy. I do my best to share my thoughts on here as well. 

It’s BRUTAL out there for long only investors. Use this year to better yourself by learning to play both sides of the market. 

It’s not time to buy the dip just yet. 

Considering the insane amount of demand for airline tickets and travel services, I wouldn't be surprised to see all of those businesses reaching new 52-week highs consistently. Many have forgotten that we have a major travel season coming.

Dissecting the Markets

Long Term Portfolio Update 

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