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I will look at ASG. I hold APE (excellent yield that). I took a...

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    I will look at ASG. I hold APE (excellent yield that). I took a solid portfolio % position but then scaled back - but it’s still a solid %.

    I have the “yips” with rates so not adding more REITs atm. I hold comfortably less than 10% so plenty of room. Just not the confidence to expand.

    i guess APA is a rate play as well anyway
 
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