Ann: Bank Facility Terms Renegotiated and Extende, page-49

re: Ann: Bank Facility Terms Renegotiated and... KK, ok
firstly, can't beat diversity in the real sense with Blue chip, middle chip, lower chip & specs & in different sectors.
Took me 7-10 yrs to get this right proportion. I mean diversify with min 25 shares plus, plus .Thats been my key & it thankfully worked well, & now I can slowly reduce these numbers.
Leaving the dozen or so Blue chip aside which I hold, I got in extremely heavy & hold with AWE, ESG, HGO, MMX, VPE O & G.
with property & engineering , heavy with ABP, LLP(now sold) AIX, ASL, FKP, GMG, OST, TSE, APA, CHC, CQR, HDF (only PTN let me down) etc.

The divvies allowed to go fairly heavy into specs ie
MAE, NGE, ADX, BUL,MEL,TNG, STX, NXS.(only mae has let me down)
and I like these but more lightly in CCC, MEY, BRU, NEN, RER

Luck played a big part at getting funds during GFC & allowed averaging down at the right time.

So the key is diversify into sectors & stocks in my opinion

In real estate we say Position Position Position
In shares its diversify , diversify, diversify

hope that throws some light.
cheers
freespins