Galliford Try - Re: GFRD Stream Log - I agree you might be...

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18:52 14/03/2018

I agree you might be just a tad over diversified at 43 holdings and if your saying that GFRD is 14th largest at around 1k then dealing costs must seriously eating into your profits. I dont think theres enough hours in the day for me to keep check on 43 holdings. I think 10 or 12 would be my max but 8 or 9 more manageable.

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