Sido,
These are the stock that I bought from the beginning of Dec.
The blue chips that I bought and for long term, don't care what everyday prices, they will just sit there for a min of 5 years. CBA, MQG, RIO, TLS, CTX, AIO, WOW they made up about 80% of my portfolio.
The 20% swing trade are CNP, VPG, CWN, BNB, BBI, CER and NCM. I sold VPG, CWN, BBI, NCM, CER and bought this stupid BNB! Worst case if they go belly up, $44k gone!