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Asset Allocation

Mar 24 2026

When is it smarter to hold cash?

Following an exceptional market run and rising geopolitical tensions, David explains why he moved his entire portfolio to cash and what he is watching for next.

Written by David Thomas · Categorized: Insights · Tagged: Asset Allocation, Cash Strategy, Geopolitical Risk, long-term investing, Market Timing, Risk Management

North Tech Capital · Copyright © 2026

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