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22/03/22
12:08
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Originally posted by RandyKDiamond:
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I cleaned up my portfolio of several underperforming shares and lots of small investment parcels that i didn't have the time to properly manage. Also sold some oil shares. This was around 15% of my portfolio, have topped up along the way. I'm a LTH, now AVZ makes up 60% of my portfolio. It does worry me there is such weight in AVZ, though this is my personal investment, not Super. Note that i treat it as a retirement fund as i am a renter for life, stocks only. Portfolio is in seven figures so the stress is definitely there.
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I have an average of 38 cents, with the gain it's now 66% in my portfolio. I will hold even after ML!! In Germany you have to pay 25% taxes on profits, so it's often not worth selling and then buying cheaper again, that's why I think so!!