Hi MDSuth,
Not adding cash could be wise now, because the vwave is in the Hold Zone.
During the winter 2008-2009 i had some machines that had a zero cash level. I consider the fact that AIM is asking for cash and the fact that there is no cash as a very positive signal.
So i bought more equity(and other stuff). But i didnt buy more of the same equity, i bought another one that seemed worthy of buying. Generally then the new shares leave that machine and will form a new machine. The old machine gets a bit lower PC which is nice as well.
In March i was at the crosspoint of using Margin which I did in 2003. Didn't had the guts this time :)
A few months of confused buying happened for me. Sometimes I didnt know what to buy, so I bought CHY etc., much discussed here, and being lucky it all went well.
So now i have a humongeous # of entities and i have to create some order. At this moment I am looking at the ultimate buy and hold portfolio to give me that order. I noticed i am low on SC stuff. So i cant buy anymore, the signals are gone( actually ignoring some sell signals, in the belief of more upside) but i can rotate. So i am now rotating stuff to get the right order and structure. I am not using 40% ST bonds, but replacing this part with VYM, DHS, DTH, PGF and others.
I hope i have everything nicely sorted out when the next buying opportunity will be available.
Kind Regards,K
AI
