Bit of an update on the super fund, cause i'm bored.....
AEG......... 22.26 %....Starting to come good with 4 +ve mnths so far this cal year.
APL.......... 12.17 %.....Like management.....going along nicely....Good people.
CAMPA... ................Sold after roll over to CAM ....roughly even with some Franking credits.
CDM..................Sold ....roughly even with some Franking credits.
DTZ.......... 8.57 % .....Worth a look if ya like a punt, imo....Sales are coming soon....Getting smashed of late.
HML..........24.01 %......Got a bit of everything in this one, Like the currency trade exposures.
BHD...........3.53% ....as per HML above.Addition
BHDO..........0.76%.....Addition
WGF.........10.24% .........Neutral strategy, (Global ) Added a few.
WMK....... 18.47 %.......Neutral strategy, should do well on downturns...
Getting smashed on DTZ but appears to be on track , fundamentals still look good..
Looking to add more BHD or BHDO as prices allow.....
And probably drop a few WMK's in favour of WGF and BHD.
Keeping an eye on HHV and GVF ........
Luck to ya's
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