OCC 0.75% 66.0¢ orthocell limited

No, I just took some profits elsewhere and have added to OCC...

  1. 4,897 Posts.
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    No, I just took some profits elsewhere and have added to OCC over the course of the year.

    No particular science except that I personally felt that the market was getting a bit toppy and PNV had done very well for me so I've taken profits in that and SXE to deploy elsewhere.

    It's little more than a bit of rebalancing. I still hold both companies. I have some heuristics for managing my own portfolios which would be of little relevance to anyone else's.
 
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