Running discussion on SP, page-66643

I cleaned up my portfolio of several underperforming shares and lots of small investment parcels that i didn't have the time to properly manage. Also sold some oil shares. This was around 15% of my portfolio, have topped up along the way. I'm a LTH, now AVZ makes up 60% of my portfolio.
It does worry me there is such weight in AVZ, though this is my personal investment, not Super. Note that i treat it as a retirement fund as i am a renter for life, stocks only. Portfolio is in seven figures so the stress is definitely there.