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Adam

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Adam

Re: karw post# 42059

Sunday, 05/21/2017 12:48:30 PM

Sunday, May 21, 2017 12:48:30 PM

Post# of 47290
Hi Karw, note that even with the present spike in Buffet's cash holdings 0f 95 billion it is still only 24% of his market valuation of 400 billion. It's a far cry from the v wave of some 42% for diversified portfolio. The V wave numbers are clearly overly conservative for an optimized AIM portfolio .
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