Ann: Appendix 4E and FY2017 Financial Statements, page-37

I own the following stocks: BRG, CMI, FOR, GCS, GTK, GXL, IMF, MCE, OCL, ONT, SDI, TPM, and ZNT. The longest-tenured holding in there is BRG at ~5 years, so I guess I have a tendency to churn despite me knowing full well that buy and very long hold of very good businesses tends to produce above market returns with little effort. It's an eclectic collection, if I was being kind to myself....

In light of the above, I suspect I'm in a similar boat to you - I would happily trade some quality in for slightly lower prospective returns, but not at any price. I personally don't mind the work required to recycle for the time being, but I suspect with time this'll change.