Righto, Quick update on the ol SMSF portfolio, 8EC ........ 3.8...

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    Righto,

    Quick update on the ol SMSF portfolio,

    8EC ........ 3.8 %......Like the Emerging Co positions....Nice investment in FIG
    AEG......... 25.03 %....Should hold their own on any downturn with upside potential.
    APL.......... 12.63 %.....Like management.....going along nicely....Good people.
    CAMPA... 2.39 %........Nice divvy, convert to CAM shortly which are currently performing & paying divvy's.
    CDM.........5.7 %..........Starting to turn, divvy announced
    DTZ.......... 9.69 % .....Worth a look if ya like a punt, imo.
    HML..........11.92 %......Got a bit of everything in this one, Like the currency trade exposures.
    HVST....... 3.01 %.......Dividends
    YMAX..... 10.42 %......Dividends
    WMK....... 15.42 %.......Neutral strategy, should do well on downturns.

    Got a bit of cash left and still after a few more CDM's.....The rest i'll use for trading...

    HML have priority issue comming, but raisings a lot smaller than what I thought they'd be after.....Going well.
    Left WLD alone , Large selling and the warning from the Big O (Thankyou ) kept me away....

    Still looking at an entry to GVF.....SPP announced which i'm not a big fan of...but may provide an entry to my liking ??

    Luck to ya's
 
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