vfrioni,I've still got AEF, AFV and HFA. Let go of EQT, KAM and...

vfrioni,

I've still got AEF, AFV and HFA. Let go of EQT, KAM and BLA in the past week.

AEF has grown FUM well, $800m of FUM and a market cap of $30m probably trading at around 12x underlying NPAT

AFV has grown FUM to around $600m and while loss making I think it may turn a profit this year. It has turned CF positive. Market Cap is under $8m

HFA gave good guidance hence why I bought.

In the financial planner space still have FPS and PFG. FPS was my largest holding but have let go of around half in the $1.50s. The easy money was from $1. Now it depends on the results they release

I lost a bit of conviction on PFG after the AGM and sold half. Still, I suspect its trading at well under 10x FY14 so I'll wait until the results before deciding what happens next