AEG......... 15.52 %....Rebalanced, took profits.....going well but into the headwind a little with AEGO's in the money.....
APL.......... 12.58 %.....Like management.....going along nicely....Good people.
DTZ.......... 6.56 % .....Worth a look if ya like a punt, imo....Sales are coming soon....Getting smashed of late.
HML..........24.24 %......Got a bit of everything in this one, Like the currency trade exposures. Holding my breath....hope they can live up to valuations.......
BHD...........10.13% ....as per HML above. Under $1 is cheap, regardless of HML imo.....May get cheaper if HML news is bad .
BHDO...............Took profits @ 23c.....may get back into a few. Buying heads atm.
WGF.........10.65% .........Neutral strategy, (Global ) Added a few.
WMK....... 19.69 %.......Neutral strategy, should do well on downturns...
MECO........0.63 %.........Like their shorting ability's. Addition.
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 .
Still watching HHV...bonus share issue was a' nothing' for me ?
Like GVF Europe scares me a little atm .