ARG 1.03% $8.79 argo investments limited

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    I probably take a different approach to portfolio structure than those that have posted above me. I mix my low risk income stocks (which are mainly LIC's (AFI and both SOL/ and BKW plus a little property/shares "hybrid" that the SOL people listed last year called URB) with a lower percentage of growth shares (usually about 25-30 percent of the portfolio) of which my main one at the moment is CKF (a growth stock in a low risk industry of fast food which means I am pretty comfortable with it) and I also plan on adding Carsales soon. The portfolio is relatively concentrated and the only real "rule" I stick to (apart from not buying speculative stocks etc.) is not going over 20 percent of the total portfolio in any one stock. Having said that I currently have about 30 percent of my portfolio between BKW and SOL and their interest's are obviously very closely aligned but considering their holdings are both very diverse across different industries I am more than comfortable being heavily weighted towards both of them.
 
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