Upgrade Actually, page-27

Good one Old'n, always nice  to see what others are holding, some good stuff there and doing a lot better than any investment fund that slugs ya management fees and probably as good or better than most on HC.

Here's mine with portfolio weightings, going OK, some I've held for a while, ie CSL (14,336.03% profit, crazy) since they floated in June 94 so skews the percentages, but in a positive way. I'm down 18% on share price with NAB, tried averaging down a few times thinking maybe it had bottomed, wrong!, not a problem though as the dividends compensate and will come good, eventually.  My speccy is SGH, made up 1% of portfolio when I bought at $5 last year, now 0.40c, ah well sh!t happens.

Shares held and portfolio weightings rounded up/down:

CSL 20%
MQG   15
VOC 13
CBA 12
NAB    10
WBC   8   
TPM   6
SDA    6
ALU    4
ISD 4
MAG 2
CYB & SGH less than 1% combined.

Over the last week or so sold: TLS, WES, BOQ, ANZ, bought: ISD, TPM, MQG.

Planning to leave the portfolio the way it is, everything is a long term hold, but I've said that before.  Good luck.