APR24 Funds Changes

Based on our assessment, we’ve liquidated funds that are under 5% DFC and increased our % allocations to our existing funds.

Core 5 Income: [ALL at 7%+ DFC][Franked 100%][*DXS=REIT, Franked 20%]

WBC / NAB / ANZ / BHP / DXS*

Core 4 ETFs: [ALL at 5%+ DFC][Franked 75%-to-100%]

IOZ / VAS / SYI / AFI

Sold and no longer investing in:

CBA / WDIV / VAP / IAF

Speculation Income Funds:

WOW / TWE

Speculation ETFs:

ROBO / GEAR / QAU / CRYP

Hedging ETFs:

BBUS