“Everything we hear is an opinion, not a fact. Everything we see is a perspective…”

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50% of the Perry Capital portfolio is in the money market. The T-Bill position remains at 25% of portfolio assets.
Long Treasuries 10% of the portfolio. S&P 500 is 10% of the portfolio. I still have small positions in Silver
and Bitcoin. Everything seems expensive.

“Everything we hear is an opinion, not a fact. Everything we see is a perspective…” Read More »