To deploy the remaining 10% cash, I added more DVA at $102.2/share and $95.5/share.
Was deciding which one to park the cash between BRK and DVA. Given DVA is trading at ~8x cashflow(after everything, in contrast to those earning before everything) and recession-proof, I felt it has more upside while downside is more or less similar to BRK.
Going forward I will just reallocate from existing holdings to buy if I find new opportunities that are more attractive. I won't hold cash as I don't bother to time/predict the market.
As at Sep 30, 2023