nervous - market, page-16

towie

I have a mix of RRS, ARU, CAZ and AQD. Have all of them in similar %age proportion .. just at the moment it depends on what the market is doing on any given day as to which one represents the greatest in my portfolio ... it was CAZ two weeks ago ... then last week for a day it was AQD .. then it was RRS .. not sure which one now tho. portfolio has gradually grown since mid december, due to CAZ and AQD .. i expect RRS to contribute very soon.

i would love some of the blue chips ... but i fear they are mostly fully priced .... i just don't see any value in any of them .. not even in RIO and i just can't believe the price of MBL. stocks like SUN and Bendigo are probably good amongst the banks ...

just my opinion though.