Codan is definitely the quiet achiever, never making waves in the AFR and seldom discussed amongst growth ASX shares. I'm about 8 years in after buying around the time of the stolen IP issues that trashed the SP for quite a while. Its now breached 20% of my portfolio so my confidence in the company is battling my risk tolerance for a single stock getting too big. I've had 2 other stocks get big in my portfolio before being VOC and CTD with both eventually getting much smaller so I am a bit scarred from those (although totally different companies). Probably time to sell 1/3 and let 2/3 ride, whoever buys my 1/3 will likely do well
CDA Price at posting:
$15.13 Sentiment: Hold Disclosure: Held
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