Please see my asset allocation as of September 19, 2009. Yes, I do hold mutual funds but that is because I really respect and trust Francis Chou's judgement. I am still in debating if I should keep Mackenzie Cundill Recovery 'C'. Can anyone give me any insight? What is your opinion on my asset allocation?
FFH.to 17.82%
PM 12.61%
JNJ 9.85%
CNR.to 9.76%
Mackenzie Cundill Recovery 'c' 9.40%
Chou Associates 8.25%
Chou Asia 7.36%
TD.to 7.17%
KFT 6.94%
COP 6.00%
USB 4.50%
Cash 0.33% (This amount has grown as of September 19, 2009)
Thanks,
S