We bid farewell to ONJ; Port­fo­lio update; 3PTL reminder; Catch phrase comp; Oil is almost a sell; Gold AUD no longer a sell; Pulled pork is KPG; AFIC Net Asset Back­ing; Is Cop­per a buy; Is TK ful­ly invest­ed cur­rent­ly or still being cau­tious; the longest peri­od of under per­for­mance TK has expe­ri­enced.

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