My New Super Investments, page-56

Righto,

Quick update on the ol SMSF portfolio,

8EC ........ 3.8 %......Like the Emerging Co positions....Nice investment in FIG
AEG......... 25.03 %....Should hold their own on any downturn with upside potential.
APL.......... 12.63 %.....Like management.....going along nicely....Good people.
CAMPA... 2.39 %........Nice divvy, convert to CAM shortly which are currently performing & paying divvy's.
CDM.........5.7 %..........Starting to turn, divvy announced
DTZ.......... 9.69 % .....Worth a look if ya like a punt, imo.
HML..........11.92 %......Got a bit of everything in this one, Like the currency trade exposures.
HVST....... 3.01 %.......Dividends
YMAX..... 10.42 %......Dividends
WMK....... 15.42 %.......Neutral strategy, should do well on downturns.

Got a bit of cash left and still after a few more CDM's.....The rest i'll use for trading...

HML have priority issue comming, but raisings a lot smaller than what I thought they'd be after.....Going well.
Left WLD alone , Large selling and the warning from the Big O (Thankyou ) kept me away....

Still looking at an entry to GVF.....SPP announced which i'm not a big fan of...but may provide an entry to my liking ??

Luck to ya's