Originally Posted by
percy
The value of my portfolio has reduced,while my dividend income has increased considerably.
Rainy day fund remains in a healthy state.
My ASX small cap portfolio is currently a disgrace,however contains some exciting companies with huge potential .
Have a small amount of cash sitting at the broker's, which I am dithering about recycling,but can not make up my mind, between adding to our AFT,GNE,HGH,or STU .SFF on USX still looks the best buy, with a PE of under 3 and a gross yield of just under 12%,but luckily I am already over weighted with them.
Remain "well positioned."