ok we both have heavier weightings in BKW than SOL and we are both somewhat -+10%.
are you planning on decreasing or increasing your weighting over the short term?
me l don't think so but a weighting like this is material and we have gone up the risk curve.
l am just not interested at the moment in buying further individual shares. l am also materially invested in PGF and have recently opened a position in LSF. l like both because of their use of short and long positions and overseas markets.
as l get older l need to diversify away from the market either cash, bonds or managed shorts. well that's my thinking..
SOL Price at posting:
$33.01 Sentiment: Hold Disclosure: Held
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