The vertue of cashI unload my options and a part if my BBD shares in may. I did it between 72$ and 78$. Not a perfect timing but a good one cashing a lot of profits. I am keeping a more balanced amount of shares for the long run.
That left me with 25% of my portfolio in cash.
I never kept cash before, reinvesting these amounts quickly.
But not this time. I watch the markets, reinvesting opportunistically on weakness of some shares, just before the Q2 results seasons. Patience, Diversification and opportunity are the key words.
The april-may surge of Bombardier brought me to a very comfortable situation.