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PS. One for the watchlist - Cuscal (CCL). DYOR. Disclosure:...

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Stumpedup

420 Posts.

135

20/03/25

16:31

Post #: 78349209
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Originally posted by Stumpedup: ↑

@peejay2. Confession... I have a very wide personal feed on world events and associated politics. So I'm not "all in" on a particular view. I watch long format discussions and full speeches (raw data / unedited). Don't watch MSM news or read the SMH. Enough said. However one of the laughable quotes I saw to describe Trump was the "Orange Sh*t Gibbon". And to many, he is exactly that. Get out of his way or get run over. Like or loathe him. He is certainly making the world stage an interesting place (insert famous Chinese quote here). Back to finance. My position in physical gold and gold miners (ETF) is now 12% of my super portfolio. Which has done well over the last 3 months (up 20%). I went more defensive in Dec / Jan and topped up a Conservative Fund (Allan Gray) but also slipped some extra $ into a natural resources fund. I'm sitting on 20% cash in super. . I also took some profits from my direct share portfolio (HMC, JDO and MAF).. Summary - Super is down around 2% from highs. Elsewhere I'm sitting tight.. waiting for share markets to rebound off this short term oversold position.

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PS. One for the watchlist - Cuscal (CCL). DYOR.
Disclosure: Held.
See my post:
https://hotcopper.com.au/threads/analyst-report.8401320/page-4?post_id=77724171
A good conservative risk / reward trade IMO.
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