No. of Recommendations: 3
Looks an extremely high quality portfolio with sector, strategy, currency and geography diversification. Some high quality choices at every dimension with good dividend yield and growth exposure.

I think I mentioned before, my only concern with accelerating solar and green energy traction is an over exposure to fossil fuels. GE has to be a lesson in that as well as relying on old industrial sectors that are well past their best. You have some oil, coal and mining exposure and some old heavy industry players - some could thrive with robotic manufacturing and digital IoT revelations but some could collapse.

Australian banking is in the dumps that might be dead money for now.

Ant
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