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There have been no recent changes to my portfolio holdings, but here's a reminder for anyone who is interested. From largest to smallest. Top five positions = 53% of total. Top 10 = 80%.

#VLE #BRBY #SDHY #HAT #PCF #UCG #DUKE #IGG #CRL #RDL #DIS #NXT #BATS #PKG #REC #DPEU
12 Nov 2018: added #RMV
22 Nov 2018: added #BPM
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