QAV S03E27 — LEVERAGE

We run the check­list over SFR, review Tony’s recent jour­nal entries, and then answer your ques­tions about cap­i­tal gains tax, share con­sol­i­da­tions, 3PTL lines, why TK was buy­ing BPT, OFX’s cash sit­u­a­tion, for­sak­ing prof­it by wait­ing for sell line breach­es, lever­ag­ing your home to buy shares, how the “Man­u­al­ly entered scores” tab works on the check­list, and whether or not TK has seen better/worse/same returns when his allo­ca­tions allowed him to buy small/micro caps. We also review the EOFY posi­tions for our dum­my port­fo­lio and TK’s port­fo­lio.