I'm in an incredibly similar situation, frustratingly held thinking surely all the skeletons are out of the closet now, but low and behold it's just a constant repeating cycle.
Now it really seems we are getting good confirmation our future is bright and things are well under control but after the last several years I can completely understand why the market just doesn't trust them.
Thinking it may be a good time to buy more but have been very hesitant to put more in, it's quite an underweight holding in my portfolio now after starting out as 10% and after a few top ups was once 20%.
Since I stopped allocating any new capital to it, now it's dwindled down to around 2%, I'm thinking 5% is more reasonable with 10% being the max I will let it take up.
I'll change the sentiment to buy when I actually pull the trigger on more but at this point I haven't bought more in a few years at least.
QBE Price at posting:
$11.10 Sentiment: Hold Disclosure: Held
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