My Fund is ranked #1 for 4 year returns and #2 for three year returns.
This quarter I am up 8.4%.
I am holding over $600k in cash and will be looking to buy into three new positions over the next few days.
The general market is still trending positively (check nasdaq chart below) so I plan to be fully invested. However I am very concerned about the monthly $10B cuts in the stimulus. I have a bad feeling that one of the next cuts may cause a significant market reversal. Should that occur Iwill be ready to kick-in a defensive game plan.
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