With the current upsurge I would normally rebalance back to 10% of my portfolio, actually stands at 11.6% , but my RMS shares dropped considerably and now are at 9 % of my portfolio not 10% , so I am just doing nothing at the moment and when the combined figure goes say past 22% cumulatively, I might rebalance then. With RMS merging with SPR it's thrown me a curve ball to whether to top up there or elswhere. It's funny that RMS was my safe bet and WAF my slightly speculative bet. I think the risk profile of these two companies has gotten alot closer of late, and who would have thought I would be saying that about a West African miner.
Christopher
WAF Price at posting:
$2.32 Sentiment: Hold Disclosure: Held
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