Ann: Change in substantial holding from AMP , page-45

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  1. 5,381 Posts.
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    Legume,

    AGO in the same period has gone down from 84 to 83...

    What a difference 24 hours can make.

    I'm an idiot, two weeks ago i was 100% in cash,

    if i stayed, i'd be 5% of total portfolio better off.

    i'm now back to 50% cash and just holding

    MFG
    NXT
    QBE
    and
    SLR.

    if it wasn't for NXT and MFG over the last two days, i'd really be in the shit.

    anyway, DEFINATELY (did you hear that Rabbit) not buying anything else till november.

    Cheers.
 
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