The funny thing about your portfolio construction is that HML is...

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PeteWisdom

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16/04/17

00:56

Post #: 24087588
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Originally posted by oilleak ↑

Bit of an update on the super fund, cause i'm bored.....

8EC ........ Sold for small profit and divvy
AEG......... 22.54 %....Should hold their own on any downturn with upside potential.
APL.......... 11.95 %.....Like management.....going along nicely....Good people.
CAMPA... 5.44 %........Nice divvy, convert to CAM shortly which are currently performing & paying divvy's.
CDM.........5.7 %..........Starting to turn, divvy announced
DTZ.......... 10.72 % .....Worth a look if ya like a punt, imo....Sales are coming soon....
HML..........20.11 %......Got a bit of everything in this one, Like the currency trade exposures.
BHD...........Put in for new float.....as per HML above.Addition
HVST....... Sold roughly even
YMAX..... Sold for small profit and dividend coming.
WGF.........6.91% .........Neutral strategy, (Global ) Addition.
WMK....... 20.30 %.......Neutral strategy, should do well on downturns...Div cominng.

She's pretty boring setup, but thats super......I have high hopes on DTZ , recent webcast was promising.Next 6 months should tell the tale. I'll still move a few of the smaller ones in and out of trades here and there, but the core of AEG, APL,HML,WGF,WMK should be the mainstays of the party.

Once AEG, APL, WGF & BHD kick into dividend mode she should be away......

Luck to ya's

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The funny thing about your portfolio construction is that HML is your largest holding just because it keeps doubling up.

Assuming you didn't bother with Portfolio rebalancing, in 5 years its possible HML would probably make up 90+% of your entire portfolio because it outperforms everything else by 100+ % PA lol

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