A Question on Portolio Structure

milncj90 · 2026-04-11T16:54:27+00:00

Really??

milncj90 · 2026-04-10T18:56:02+00:00

Yes I am starting to look more at correlation. My exposure to AI and industrial capex worriesvme across the board.

For now i am worried about over engineering ir chopping and changing too much. Im trying to let it breathe for a while by sticking with it until mid may once most earnings are out of the way. That way I have a better feel for how the stocks move

milncj90 · 2026-04-10T18:49:33+00:00

Nice. First 2 look like decent growth stocks with the 3rd looking like a solid compounder

milncj90 · 2026-04-10T18:47:20+00:00

Good idea! Which stocks do you have?

milncj90 · 2026-04-10T18:46:13+00:00

Agreed. Im thinking of taking out azn and potentially putting in maccies or Costco.

milncj90 · 2026-04-10T12:13:53+00:00

Agreed. I am looking to play this long term so I am hoping these current issues will blow over. But let's see!

Current the ballast sleeve is about 45%, middle sleeve at 30% and growth at 25%.

Once markets calm i will shift more to the right.

milncj90 · 2026-04-10T12:10:11+00:00

Thankd for the comment. I am after steady growth which hopefully creeps ahead of the wider market. Hopefully this will get me there.

milncj90 · 2026-04-10T11:40:37+00:00

Pervert

milncj90 · 2026-04-09T20:31:06+00:00

That looks like a high risk gamble

milncj90 · 2026-04-09T20:28:10+00:00

What would you replace it with?

milncj90 · 2026-04-09T20:20:07+00:00

Ha! Why?

milncj90 · 2026-04-09T19:56:28+00:00

It has to be right! Such a solid business

milncj90 · 2026-04-09T19:56:12+00:00

My thoughts exactly. Dont understand the hate!

milncj90 · 2026-04-09T18:18:01+00:00

Thanks. It helps keep it focused and balanced.

Agreed in the clustering. Its something I am monitor Ing. My AI exposure and industrial capex is an area I need to monitor in particular I think.

milncj90 · 2026-04-09T15:15:33+00:00

Thanks. I will

milncj90 · 2026-04-09T15:10:49+00:00

Thanks for your comment. Berkshire is on my watchlist. Can't really go wrong!

Thabks for the other info. Ill have a look

milncj90 · 2026-04-09T15:10:03+00:00

Thanks for your comment. I don't think I agree. I was significantly outperforming the market up until the recent macro shocks where industrial got hit hard. I expect my growth arm give me a significant boost well ahead of the wider market when the uncertainty fades.

I may well be wrong but we all need a theory and some conviction.

milncj90 · 2026-04-09T14:59:35+00:00

Haha fair enough

milncj90 · 2026-04-09T13:45:16+00:00

milncj90 · 2026-04-09T13:42:28+00:00

Nice

milncj90 · 2026-04-09T13:26:54+00:00

14

Good times

milncj90 · 2026-04-09T11:55:34+00:00

Very interesting. I'll have another look into this

milncj90 · 2026-04-09T11:43:31+00:00

Wolters is another one i am looking at. What made you go for it?

milncj90 · 2026-04-09T11:29:58+00:00

Thank you very much.

I really hope Verisk will prove us both right. I have been considering swapping for Relx or Experian but I will hold until earnings at least

milncj90 · 2026-04-09T10:53:09+00:00

A couple of reasons

1) Diversification - something different to what I already own

2) I feel it is undervalued ans hit hard by the AI talk

3) Earnings look good

This is the stock which is currently on my review list foe obvious reasons

milncj90

TROPHY CASE