hello everyone.
It has been a while since I have updated my portfolio. I feel that I need to address my reasoning.
I think this past month has been of great learning. I got a big inflow of capital and hence had about 60% cash lying around. I have been deploying some cash here and there and now stand at 50% cash. I find the markets expensive and hence have not added much lately.
I have made some significant changes to my portfolio and have not been done yet. I will update my portfolio with my reasoning once done
thank you
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