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26/02/17
09:16
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Originally posted by oilleak
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Righto,
Quick update on the ol SMSF portfolio,
8EC ........ 3.8 %......Like the Emerging Co positions....Nice investment in FIG
AEG......... 25.03 %....Should hold their own on any downturn with upside potential.
APL.......... 12.63 %.....Like management.....going along nicely....Good people.
CAMPA... 2.39 %........Nice divvy, convert to CAM shortly which are currently performing & paying divvy's.
CDM.........5.7 %..........Starting to turn, divvy announced
DTZ.......... 9.69 % .....Worth a look if ya like a punt, imo.
HML..........11.92 %......Got a bit of everything in this one, Like the currency trade exposures.
HVST....... 3.01 %.......Dividends
YMAX..... 10.42 %......Dividends
WMK....... 15.42 %.......Neutral strategy, should do well on downturns.
Got a bit of cash left and still after a few more CDM's.....The rest i'll use for trading...
HML have priority issue comming, but raisings a lot smaller than what I thought they'd be after.....Going well.
Left WLD alone , Large selling and the warning from the Big O (Thankyou ) kept me away....
Still looking at an entry to GVF.....SPP announced which i'm not a big fan of...but may provide an entry to my liking ??
Luck to ya's
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Hi oilleak. Thought I'd just throw my 2c in on HVST and YMAX. While these generate high dividends, their total return has tended to be substantially less than that of the Index (see below, using VAS an the investable index proxy). If you are in pension phase, you will be on 0% tax, so drawing a bit of your capital to top up income might be a better strategy.
Food for thought.