Dzz - agree with your sentiments and your picks.
Cost me a lot to get back to a 30% cash position.
Last time I did this, I got back in too early.
This time I will try and be more ruthless.
The potential is there for these stocks to provide great LT return, the potential is also there for the All ords to retrace to 3,800
Need a core holding with reserves to ave down.
But if the market gets that cheap you may be better of buying blue chips with divs.
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