All good here, page-4

Hi Mars,

I suspect we have pretty much the same investing principles. I also suspect (or know) mine are a fair bit simpler than yours but.

My simple view is what I definitely know and that is that over the years I and the market have been here before and the quality, safe companies have been bid up, but when the correction arrives and passes those companies are the one that are bought at much more attractive prices, they then continue their climb upwards. Some of the companies that I have owned through several of these cycles and have achieved greater heights are AMC, CSL, DLX, IVC, REH, SEK, SOL.

"A safer proposition to look at riskier assets" to me means either doing nothing or being out of the market.

I am sure I have only stated what you already know and think anyway.

Warrigals