interesting you wouldn't have CSL or any bank shares... Yes....

interesting you wouldn't have CSL or any bank shares...

Yes. Point is, it isn't intended to be the definitive collection of stocks; rather, it was merely a listing of stocks that I would probably commence buying, or add if I felt I did not have sufficient exposure, in the event that I had surplus capital.

I love CSL the business, but I'm not sure I'd consider it the smartest investment I could make today given its current valuation.

On a related note, though, it is not lost on me that that list of stocks is heavily weighted by some small-, and indeed, micro-, cap stocks; but I guess that's really a statement about how strong most large caps stocks have performed over the past 3 or 4 years.