As one can see from the screen shot below, the Newton Portfolio holds a considerable amount of cash. While there are limit orders set for many asset classes, the buying price is well below the current price so it is unlikely the orders will be struck until we have a 10% to 15% correction. This is a time to be patient and not a situation where one should chase an advancing market.
Platinum members have access to the portfolio performance data below. The Newton continues to hold a nice lead over the VTSMX benchmark.