Originally Posted by
Left field
Well done on your portfolio.
My strategy is different and not biased to dividends or big caps.
I've been more biased to small caps as they transition to becoming big caps.
ATM still 30% of my portfolio (was 70% for about 5 yrs,) now free-held, and even at current 'lows' I'm still several thousands of % up. When the TA starts its uptrend again, I suspect ATM will be a great LT addition to many portfolios, including yours.
Otherwise I'm overweight (and nicely in profit) in small caps IKE, PEB, PX1, PEB etc.
As I say, FPH brings me some respectability!