Why I’m Redeploying Gains from FFH to a Cash-Flow Giant
Closing FFH with a 14.5% Gain to Redeploy Capital into a High-Growth, Cash-Flow-Driven Opportunity
After a decent run, I’ve closed our position in Fairfax Financial (FFH) in the SVIF Canada portfolio. Given its current valuation and risk-reward profile, I prefer to reallocate to another opportunity offering a better risk-reward profile.
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