markets move quick. BHP sub $36 and RIO sub $105 too tempting vs what I think is a massive bubble in CBA in particular.
I’ll still at best probably only trim 20% of our CBA and still be severely overweight. I’ll trim some more in the new year too if these prices hold and alternative cheap blue chips hang around.
CBA Price at posting:
$190.49 Sentiment: Hold Disclosure: Held
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