BWX
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Similar for me, held 7000, received 3659 which is more than I...

  1. Panda82
    97 Posts.
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    14/08/20
    14:35
    Post #: 46547076
    Similar for me, held 7000, received 3659 which is more than I expected TBH, figured with the SPP price gap vs SP we'd scale back more. BWX has now crept up to 6% of total portfolio which is maybe on the high side but after a manic couple of years they seem much more settled and focused so I am leaning towards not trimming but that question (to trim or not to trim) is always my toughest call
    BWX Price at posting: $4.05 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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