Subject: Re: Byd, has traded well this month,
Ideally a 10 x 10%. The problem I have is finding suitable opportunities outside of my top 3, I start to lose conviction. So perhaps 50% S&P and c5 individual holdings.

At the moment BRK is my S&P, if the index falls closer to long term valuation averages I may add this rather than sell BRK.

Other than that I'm BABA 15% Alphabet 15%, Meta 7%, Tencent 7% and smaller holdings of Prosus, Dis and Intel.