Ann: FY24 Results Presentation, page-56

lol to be honest I don't really have any 'fav stock' at the moment, the market is expensive.
My big positions now are really just large positions that I have held for a while:
DBI is probably 12%+ of the portfolio, but I have been holding since 2022, and the share price has gone north.
AYUPA is around 8% of the portfolio, but is because I participated in the cap raise earlier this year.

REITS: heaps of positions both in Australia and Hong Kong, but these were created when investing in REITS really was not popular (ie over the last 12 months). Around 30% of the portfolio

High Yield listed debt investments: combined probably around 15% of the portfolio.

The other 35% spread around 50/60 positions in the portfolio. Lots of small 0.5%, 1% holdings.
WDS is small.

Watching PPT, but I am still nervous. I would really like PPT at a share price around $15/$16 something don't know whether I will get it.

Also with PPT, as mentioned above the 1st Qtr FY25 results should come out next month, and this announcement could swing the share price either way:
if FUM holding up, then share price could go north, if FUM continuing to drop, then share price at risk of falling further.