The allocation within my 10% position in the S&P 500 is changing. When finished, I will be overweight Energy,
Defense, and Technology and underweight the REIT, Telecommunication, Healthcare, and Financial sectors.
80% of the Perry Capital Portfolio holds liquid and guaranteed-return investments with interest rates constantly
adjusting to the higher rate structure that is coming.
“I think it’s absolutely clear that the fiscal path we are on is not sustainable…” Read More »
RIP to a fellow ‘Floridian,’ musician, and capitalisCc genius who, like his “Uncle Warren,” showed in words and
deeds that it’s not about the money.
“Independence Day – and all I remember was a midnight rainbow that fell…” Read More »
I remain 75% in liquid cash investments, which have a guaranteed yield to maturity of 4.625%. Given recent
events, and the expectation of forthcoming stimulus, volatility remains extremely elevated, sentiment is
schizophrenic, and investors are fearful.
“Capitalism without failure is like religion without sin. It does not work.” Read More »