TK Journal 2021-06-29

We’re replac­ing ATL with MML in the QAV Port­fo­lio. This isn’t finan­cial advice. Please make your own deci­sions. The rea­son for sell­ing ATL was that we dis­cov­ered they changed their audi­tor between the last two finan­cial reports. It had a qual­i­fied audit which dis­ap­peared when they brought in a new audi­tor. It might be noth­ing, but it’s a risk fac­tor, and Tony decid­ed he did­n’t like it. It’s also been drop­ping and is get­ting close to its sell line.