I was expecting a bit of an equities zip from Santa but perhaps...

I was expecting a bit of an equities zip from Santa but perhaps it's a bit late in coming. Obviously some major headwinds aloft!

Meanwhile, I'm more than happy to read the below as I'm way overweight in gold equities:

"The Australian Government Future Fund is repositioning its ~$200 billion portfolio for a world of higher inflation and increased volatility. The fund will lift its exposure to select commodities including gold, and lower its proportion to equities, as well as being wary of regulatory risk in areas such as utilities."

PDI remains my fattest holding.

Good luck all holders.