Good afternoon ladies and gentlemen,
I have had a very enjoyable and informative time these last few days, looking over past threads and absorbing the congenial and helpful atmosphere contained therein.
I wonder if I might tempt anyone to make suggestions, or offer opinions as to what they would do in the following situation.
You wish to create a neat and gutsy resources portfolio and are prepared to sell the following assorted assets; WDC, WBC, CIY, SFE and AMP.
This will raise approx $105K.
The goal is a resource portfolio of quality assets that addresses movements in global demand, and hopefully outperforms the assets sold.
On your current short list are: RIO, BHP, SGX, ZFX and possibly OSH.
(WPL already covered elsewhere).
The question is how would you spend the $$, and in what proportions, assuming that in the end only 3 assets will be bought? Time frame, subject to annual review, 8-10 years.
Thanks for looking and thinking,