I agree I think this looks like a pretty safe bet at present....

I agree I think this looks like a pretty safe bet at present.

I’m still finding my feet/forte and have been investing in several different groups of companies with probably about a third of my capital oflowing into each group. The sample size is small at only 3 years of experience.

What I perceive to be Quality:
Csl, dlx, reh, ifl (ouch), cgf, ptm, tme, mnd(arguable)
Overall return probably about even over the last couple of years

Value (either due to the peg ratio or their balance sheet)
Kov, Sdi, Kme, lgd, lyl, uos, hso
Up maybe 15%pa

And then assyemtric risk ie tails I lose a bit, heads I win a lot
Bid, mem (you should look at), omn, pmp, lithium stocks (rotated out of largely), dna (bought over the last couple of days),
Up over 100%pa
Interestingly despite the results, the stress involved here is probably too much for me, so I’m reducing my exposure. I also think I’ve been very lucky.