investment landscape unstable
Well the portfolio has dropped in value by 8% due to the current market uncertainty. This is no big deal with the long term picture (provided they keep coughing up dividends) but I am not increasing the margin loan amount at the moment to keep it on an even keel and to stabilise the gearing ratio. I have picked up a bunch more SLF as the price dropped, partly to get more at the new cheaper price, and partly to help stabilize the gearing ratio. A few other good shares seem to be cheap now, will make a few more purchases at regular intervals to use dollar cost averaging to keep things stable.
addendum: a week late I snarfed some TGG and AEZ, which are down 24 and 33 per cent respectively.