Certainly wish I hadn't sold half my holding. But at 65% of my SMSF I was probably bordering on non compliance. 32.5% is still a good holding. Funny how diversification is meant to "derisk". Someone holding Origin Energy , BHP , Woolworths and banks for example who would of taken a bath over past 12 months. But that is a "good balanced portfolio".
Certainly wish I hadn't sold half my holding. But at 65% of my...
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