Ex divis this week
#ASLI
#TRI
#DOCS
#CFX
#GLE
#PZC
#TMPL
#NEXS
#S32
#RSW
#FGEN
#WIL
#BHP
#AGR
#HSBA
#RIO
#RIII
#JGGI
#ENRG
#UEM
#CLIG
#PNL
#RCOI
#JEMI
#PMGR
#LMP
#HICL
#VSL
#NAS
#BBGI
#ENOG
#GNS
#MWY
#BKG
#RMII

Exited #RMII - originally bought on pull-to-par but bit nervous about refi risk on short-term loans they expect to get back backed by some assets (like in hospitality) that don't look like they're gonna do that well. Not sure I have the patience to watch it all pan out.

Any other #RMII holders know how many they've sold, got the money or their new allocation yet? HL being their usual helpful selves have replaced it with an assent line worth zero since last Monday

Quick allocation post - what I loosely aim for across our 4 PFs. Basically underweight equities and property and overweight debt. Some debt/infra funds in windup ( #RMII , #RCOI , #DGI9 ,possibly also #GACB via forced redemption and #EBOX)