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

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


    AEG......... 22.26 %....Starting to come good with 4 +ve mnths so far this cal year.
    APL.......... 12.17 %.....Like management.....going along nicely....Good people.
    CAMPA... ................Sold after roll over to CAM ....roughly even with some Franking credits.
    CDM..................Sold  ....roughly even with some Franking credits.
    DTZ.......... 8.57 % .....Worth a look if ya like a punt, imo....Sales are coming soon....Getting smashed of late.
    HML..........24.01 %......Got a bit of everything in this one, Like the currency trade exposures.
    BHD...........3.53% ....as per HML above.Addition
    BHDO..........0.76%.....Addition
    WGF.........10.24% .........Neutral strategy, (Global ) Added a few.
    WMK....... 18.47 %.......Neutral strategy, should do well on downturns...

    Getting smashed on DTZ but appears to be on track , fundamentals still look good..
    Looking to add more BHD or BHDO as prices allow.....
    And probably drop a few WMK's in favour of WGF and BHD.

    Keeping an eye on HHV and GVF ........

    Luck to ya's
    Last edited by oilleak: 14/05/17
 
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