$200 Party, page-23

no I hold 20 stocks. MQG is my heaviest weight with 12.5% allocation. In position 2 I have VAS. Closely followed by a lot of other financial stocks such as PPT, CGF, MFG, CPU, LNK, all the banks, a few miners, some insurance, some consumer staples, industrials, little bit of tech. Only areas I’m lacking is health, teleco’s, gold, REIT’s & utilities. But what I’m lacking is balanced in the managed fund assets so not too bad but I certainly could make some adjustments but I will do so with time. I also have some interest in the property market.
I went through significant accumulation throughout 2021, I’ve now been able to secure 35% cash reserves. I anticipate a correction in October so I’ve got about 25% fire power. I intend to take a short term interest in gold miners this month, around a 10% allocation, and than prepare for a 25% pump into more asx listed companies. Probably early next year, whilst still tracking forex, I hope to acquire some interest in international stocks, probably take a stake in Berkshire, tencent, alibaba, Microsoft to name a few.