all up around 50 stocks held at the moment, including overseas stocks.
But larger Australian positions would be:
AZJ, SCG, VCX, CLW, MOC, GDI, URFPA, IFL, LNK, TGR,,FSA, CIM,CWN
But note just because they currently represent a larger position than others in the portfolio does not mean I believe they are buys at current values.
Some are overweight but I am trying to hold for 12 months to reduce CGT
Bell put out a complete load of rubbish conjecture and assertion!, page-35
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