Spruce Point - short, page-24

a lot has rebounded back since lows. Might be another leg down later.

i bought during the crisis: AMC, CWN, SGR, BHP, NAB, ANZ, WPL, ORG, IAG, QBE, TAH. Well the ones I still hold. I sold out SCG.

I hold most of the blue chips on the ASX. But the above were the ones bought during March.

At current prices id only top up banks or WPL. Everything else sort of rallied a lot. SGR and TAH May have more legs, but better opportunities elsewhere. Albeit haven’t sold anything besides SCG.

I’d argue right now might be best just to buy a vanguard index fund.