Stewart Fitzell @defense_investor: "𝗪𝗵𝘆 𝗶𝘀 𝘁𝗵𝗲𝗿𝗲 𝗮𝗻 𝗨𝗻𝗶𝗻𝘃𝗲𝘀𝘁𝗲𝗱..."

Ireland

𝗪𝗵𝘆 𝗶𝘀 𝘁𝗵𝗲𝗿𝗲 𝗮𝗻 𝗨𝗻𝗶𝗻𝘃𝗲𝘀𝘁𝗲𝗱 𝗔𝗺𝗼𝘂𝗻𝘁 𝗪𝗶𝘁𝗵𝗶𝗻 𝘁𝗵𝗲 𝗖𝗼𝗽𝘆? --𝙏𝙝𝙚 𝙄𝙢𝙥𝙤𝙧𝙩𝙖𝙣𝙘𝙚 𝙤𝙛 𝘾𝙖𝙨𝙝 𝙞𝙣 𝙢𝙮 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙮 𝙏𝙇;𝘿𝙍: I hold cash deliberately to manage risk and stay flexible so I can act when opportunities arise. ❓️I sometimes get asked by copiers why there is an uninvested amount in their copy of my portfolio. ✅️ Cash is a deliberate part of how I manage both risk and opportunity. Under normal conditions, 𝙄 𝙩𝙮𝙥𝙞𝙘𝙖𝙡𝙡𝙮 𝙝𝙤𝙡𝙙 𝙖𝙧𝙤𝙪𝙣𝙙 𝟱%–𝟭𝟬% 𝙞𝙣 𝙘𝙖𝙨𝙝. When markets are particularly strong, or when I feel short-term risks have increased, I may raise that level by trimming positions. 𝘙𝘪𝘨𝘩𝘵 𝘯𝘰𝘸, 𝘤𝘢𝘴𝘩 𝘴𝘵𝘢𝘯𝘥𝘴 𝘢𝘵 𝟣𝟨% 𝘰𝘧 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘦𝘥 𝘤𝘢𝘱𝘪𝘵𝘢𝘭, 𝘰𝘳 𝟣𝟤.𝟩% 𝘰𝘧 𝘵𝘰𝘵𝘢𝘭 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘷𝘢𝘭𝘶𝘦. That’s higher than my usual range and reflects a deliberate decision rather than inactivity. ▪️𝙒𝙝𝙖𝙩 𝙘𝙖𝙨𝙝 𝙙𝙤𝙚𝙨 Cash helps reduce volatility and gives flexibility to act when opportunities arise. This approach has worked well for the portfolio in the past, particularly during periods of market pullbacks when cash was redeployed into quality assets. ▪️𝙒𝙝𝙮 𝙘𝙖𝙨𝙝 𝙞𝙨 𝙝𝙞𝙜𝙝𝙚𝙧 𝙧𝙞𝙜𝙝𝙩 𝙣𝙤𝙬 With markets coming off a strong start to the year, earnings season underway, and geopolitical tensions rising again, holding a higher level of cash helps keep flexibility high if better entry points emerge. ❓️As always I welcome questions. Regards, Stewart ⚠️ Risk Warnings: Copy Trading does not amount to investment advice | Your capital is at risk | The value if your investments may go up or down. | Past performance is not indicative of future results. $RHM.DE (Rheinmetall AG) $RR.L (Rolls-Royce) $GOOG (Alphabet) $AMZN (Amazon.com Inc) $NVDA (NVIDIA Corporation)

5 Mentioned

RHM.DE

RR.L

GOOG

AMZN

NVDA

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