Tag: Yoma Strategic Holdings


Growth is in inverted commas because the fund very strongly favours the value investing style over that of growth. Also the fund has disappointed investors in regards to the level of growth achieved in recent years!

I bought some shares at $1.17 today so hopefully that is about to change.


Volatility gone for now..

Asset Allocation

I have been stopped out on the more defensive positioning of the portfolio when the DOW rose above 17,500. So my cash equivalents are around 31%. For clarification, I call them cash equivalents as some of this may not be strictly cash, rather could be wind up or takeover arbitrage situations that I consider extremely low beta to stock markets and that usually have a more defined date that they will convert to cash. Continue reading “Volatility gone for now..”