who knows what will happen next year, but l don't think another CR just to survive would be great.. know body knows?
the portfolio position for me was tiny well under a 1% exposure but with some profitable larger caps falling by 50% and me starting to get to an age where l am getting fed up with unprofitable companies doing fantastic things one day probably it's time to switch to a larger cap.
if they can offload one of the businesses for an excellent profit then it's great but l am moving on.
FDV Price at posting:
64.5¢ Sentiment: Sell Disclosure: Not Held
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