Hi Christopher .....your portfolios sound balanced and...

Hi Christopher .....your portfolios sound balanced and relatively strategic despite the overweighting in resources which seems to be kryptonite for associated companies at the moment.
The outlook isn’t good there and may get worse?

And while I am with you all the way on good management, diversification has not proved materially successful for me so far .
Mine is the classic ‘don’t go there’ portfolio ie up to my nose in just one company ( it may even be doing my breathing for me atm)
The smattering of other shares reveal a host of rookie mistakes and an almost uncanny tendency to collect stocks that crash.

As far as research goes, I find it stimulating and enjoyable but often not as financially useful as what some of the good technical analysts around the place are able to magic up with a chart.

And you can’t research everything .
I wonder how many long term holders noted this story from ‘The Bull’ “last March?
http://www.thebull.com.au/premium/a/73348-18-share-tips---26-march-2018.html

As they say ; “Don’t stress the could haves - if it should have it would have”
Cheers

MACA CHART FROM ‘THE BULL’ MARCH 2018