After a decent run, I’ve closed our position in Fairfax Financial (TSX: 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.
Why I’m Redeploying Gains from FFH to a QSR, Cash-Flow Giant
Closing FFH with a 14.5% Gain to Redeploy Capital into a High-Growth, Cash-Flow-Driven Opportunity
