good post Mike thanks for sharing a lot of work saved for people
theres one there that looks to have broken a nice down trend :)
so it seems it is just not be that is bearing the grunt of the year - do u feel Japan has had a lot to do with it if u dont me asking (plus rspt aud etc but mostly Japan?)
Loki your post also made be feel better re 2nd half I am putting some sleeping dogs to rest also going more defensive and bottom pickings and holding (and hoping for second half revival)
I do think having the divi and low PE is a smart way to go may as well hold stuff with some sort of return ? I might put some of my resources here i am very heavy health but almost a bit too much need to diverisfy a bit hard to know atm ?