Doubling Down Under
For some reason I thought that it would be difficult to continue running an Australian portfolio once I leave the country. Turns out it isn't and so I have made changes to my ASX portfolio given I no longer intend to liquidate at the end of this tax year. The previous version was highly diversified by sector to try to control volatility given the short time period for which it was originally intended. The new version contains just six positions - 3 growth stocks (SMP, PPL & BCC) and 3 value stocks (ASH, PAC & ADH). These are the stocks I think are most underpriced and I'm done with filler positions.