Thanks Brian. I had a look at CBD before, and thought its risks are relatively high, and I have enough mid to high risk investments in my portfolio, including AJA. So didn't take a position there.
I still like AJA, but given that it's about 20% of my Australian portfolio, I am a little reluctant to buy more, unless the price drops to a more attractive level.
My other large holdings are doing relatively ok. However, I can't find good opportunities at the moment. If it continues like this, my AJA distribution in Feb will most like go to the US market, which is quite attractive, as the Aussie dollar is so high now.
I just started to go through the S&P 500 Guide during this break, plenty of reading to do.
Best wishes to all AJA holders.
Cheers.
Snowfree
AJA Price at posting:
$3.35 Sentiment: LT Buy Disclosure: Held
