You can get a fair drift of where some of my portfolio is placed at the moment from the many posts re same on my blog. I don't like long sigs.
Re banks - I do still hold a sizeable chunk of CBA shares and have accumulated them over the years. CBA is claiming to be hedged against severe housing losses, but being fairly cautious, I anticipate weakness in the next year or two even due to general market downturn ensuing from the recession we're gonna have whether we like it or not.
Sadly after years of collecting, I flogged BEN recently, though I'm intending to plough back resource stocks' profits into BEN in the future when the time and price is right.
Yet as I originally said in the post I made about the 4 winds strategy, I try to keep my blue chips to 25% of my portfolio. At the moment it's even a bit less because of the economic climate which I anticipate in the next couple of years. Thus I've flogged some other longterm blue chip holds as well and put the proceeds into uranium, gold, silver, nickel, gas,oil, rare earths and zinc - I'll do some selling and accumulation of favourites throughout this year. I've also recently invested and added to existing holdings in a few small companies from other sectors I think have good prospects - eg. EVZ, AVX, AAQ and SMN.
ASX Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
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