APX 3.20% $1.97 appen limited

If I had applied any form of portfolio weighting rationale with...

  1. 3,054 Posts.
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    If I had applied any form of portfolio weighting rationale with APX I would have cost myself dearly.
    APX was 10% of my fund when I bought it and now it is something like 30% as I have nearly 5 bagged.
    I have addressed the overweighting issue in my head many times but have not even come close to selling down, their story has been so strong and easy to buy into.
    I also took up the SPP and have no plans to sell.
    Not too hard to see the potential downside to my portfolio if the APX locomotive hits a speed bump sometime, but I am letting the full stake play out, particularly with the benefit of the Leapforce acquisition yet to show in the earnings.

    Gosouth
 
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