Bit of an update..... AEG......... 15.52 %....Rebalanced, took...

  1. 5,850 Posts.
    lightbulb Created with Sketch. 86
    Bit of an update.....


    AEG......... 15.52 %....Rebalanced, took profits.....going well but into the headwind a little with AEGO's in the money.....
    APL.......... 12.58 %.....Like management.....going along nicely....Good people.
    DTZ.......... 6.56 % .....Worth a look if ya like a punt, imo....Sales are coming soon....Getting smashed of late.
    HML..........24.24 %......Got a bit of everything in this one, Like the currency trade exposures. Holding my breath....hope they can live up to valuations.......
    BHD...........10.13% ....as per HML above. Under $1 is cheap, regardless of HML imo.....May get cheaper if HML news is bad .
    BHDO...............Took profits @ 23c.....may get back into a few. Buying heads atm.
    WGF.........10.65% .........Neutral strategy, (Global ) Added a few.
    WMK....... 19.69 %.......Neutral strategy, should do well on downturns...
    MECO........0.63 %.........Like their shorting ability's. Addition.

    Getting smashed on DTZ but appears to be on track , fundamentals still look good..
    Looking to add more BHD or BHDO as prices allow.....
    And probably drop a few WMK's in favour of WGF .

    Still watching HHV...bonus share issue was a' nothing' for me ?
    Like GVF Europe scares me a little atm .
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.