PTM 2.80% $1.04 platinum asset management limited

Silly me, I bought more PTM today :)I rebalanced away from the...

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    Silly me, I bought more PTM today
    https://hotcopper.com.au/data/attachments/4248/4248954-592dd82c338de7895f3003050e134ba7.jpg
    I rebalanced away from the US by free carrying my MANGs at the start of the year (Microsoft, Apple, Netflix and Google) Post #: 57731639. So I'm cashed up and prioritising cashflow positive and heavy dividend paying ASX companies. The last decade or so have been an awesome ride on tech stocks but all good things come to an end.

    The US inflation have got me spooked on US Tech. US is in a world of hurt if the US and World wide inflation is not curved. Australia looks to be the cleanest shirt in the dirty basket right now with inflation nowhere near the numbers in the US, Germany etc... So I'm quite confident we won't get the brunt of inflation valuation scourge.

    Good luck to all and specially to those that fell off the PTM registry today... Thank you though as I have been waiting for this opportunity.
 
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