@barra980 It's at about 28-29% right now and is my largest position and has been (with APT depending on price) since about April last year. I generally find myself quite uncomfortable when any position gets to around 40% so I will almost invariably trim around those numbers.
I am very unlikely to sell the ADH I currently hold unless there is some significant business deterioration- the fully franked dividends I expect are quite meaningful and will make the decision to incur a CGT event from a very low cost base, from a business that I understand very well that I really like, a very difficult one.
