Billy, My portfolio is eclectic and wildly imbalanced. Wildly. I have the scaffolding up around a number of positions where I have doubled down and am hanging on the chance to exit expensive (foolish) parcels at break-even.
My main holdings are: CTP CWY HFR IFN ILU IPL MXI MYR OZL RIC S32 SGM I have other nibbles awaiting opportunity.
Ash
