And with our dividend paid and our final payment to drop in the next 48 hours another ASX listing in TRS is about to quietly leave the stage with barely a whimper.
Unfortunately with much of the ASX 100 and even 300 fully priced or worse where to put the TRS proceeds? Everything seems like doubling down on existing holdings which are already fully valued or the handful of those which i still think are decent value (but in which I'm probably over invested already).
And with URW to leave the stage later this year that (with TRS) is a full 10% of my total shareholdings that needs to find a new home.
Finding value or new ideas on the ASX is becoming very difficult indeed.
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