karoshi says 'I have a rough time with specs, with blue chips I've barely ever lost a cent'
Well that is hard to believe, it basically means you don't hold:
1. property stocks (mirvac? cnp?)
2. retailers (wow? jbh? djs?)
3. banks
4. insurers
5. listed funds (allco? maquarie?)
All sectors above have been hammered this year. IPL, NUF, MAK all looking good in contrast.
HC has recommendations on everything from QTK to MAK - up to you to sort the good from bad.
what assurance, page-22
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