Added more DVA

To deploy the remaining 10% cash, I added more DVA at $102.2/share and $95.5/share. 

Was deciding which one to park the cash between BRK and DVA. Given DVA is trading at ~8x cashflow(after everything, in contrast to those earning before everything) and recession-proof, I felt it has more upside while downside is more or less similar to BRK.

Going forward I will just reallocate from existing holdings to buy if I find new opportunities that are more attractive.  I won't hold cash as I don't bother to time/predict the market. 

As at Sep 30, 2023

Company	Ticker	Allocation (MV)
Alphabet Inc	GOOGL	12.4%
Berkshire Hathaway Inc.	BRK.B	31.7%
Alibaba	BABA	4.3%
Bank of America	BAC	5.5%
DaVita	DVA	19.9%
Amex	AXP	6.0%
Occidental	OXY	8.2%
Pershing Square	AMS:PSH	5.1%
Paramount	PARA	3.7%
HP Inc.	HPQ	3.0%
Total Stock		99.8%
Total Cash (USD)		0.2%
Portfolio total		100.0%