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yes l think it must be very crowded (and expensive)?the Au...

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    yes l think it must be very crowded (and expensive)?

    the Au market seems very concentrated BHP should be 10% (add CSL CBA = 25%) of ASX200.

    take out all micro profitable companies + companies which don't make a consistent / stable profit + very low ROE companies = a very "thin" selection.

    your really forced to diversify internationally?
 
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