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Tomorrow or next Friday, we’ll be adding to an already existing position. Putting cash to work whenever we see opportunities, while still maintaining a healthy portion of cash on the sidelines (nobody knows anything about the future): that’s our game plan. Sometimes, a broad-based turmoil provides opportunities to buy more of everything, as we did on August 5.
With our next new purchase, we want to make clear that we’re not selling out of any other positions. Logically, as a result of the additional purchase, the allocations for other positions will drop.
This time, we’ll be buying more of an existing position and making it a top-5 holding.