How do you sell out a company entirely (FRG) and still be over weight in it? Why, you retain all shares in the company that FRG is buying out (XAU.to, AUXVF) as it is still your largest holding by far.
There, I feel better. They are MY profits, earned by stepping up to the plate when most wouldn't. I am not going to subject the portfolios to any chances that the herd's misperceptions may get whipped up again and that they might begin selling quality - as they always do, when things get tough.
Meanwhile, the symbol FRG should magically reappear in my portfolios before too long whether or not I ever buy it again. Reap, sow, reap, sow, reap...
