interesting you wouldn't have CSL or any bank shares...
Yes. Point is, it isn't intended to be the definitive collection of stocks; rather, it was merely a listing of stocks that I would probably commence buying, or add if I felt I did not have sufficient exposure, in the event that I had surplus capital.
I love CSL the business, but I'm not sure I'd consider it the smartest investment I could make today given its current valuation.
On a related note, though, it is not lost on me that that list of stocks is heavily weighted by some small-, and indeed, micro-, cap stocks; but I guess that's really a statement about how strong most large caps stocks have performed over the past 3 or 4 years.
Finally, no longer expensive, page-21
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