Of cash in my portfolio.
I had recently sold some losing positions to off-set a bit of capital gains taxes and had 15% or so cash.
I really really wanted to keep some on the sidelines, but I couldn’t help it. Back to being fully invested.
Can’t share what I bought/sold yet, but I’ll update in my end of month/end of year update.
Portfolio is down 14% in the last 7 days and up 53% YTD.