MQG 2018, page-6

Again MQG is second biggest holding in my portfolio but i did sell down 20 per cent of my holding last time it was over 105. But still represents about 7.5 per cent of the portfolio, only bigger holding BHP.
Now i agree that it will show growth and will benefit if the global economy keeps chugging along but i feel that at some stage in 2018 we may see a pullback or slowing in equity markets so if MQG stays above 110.00 by end of year i will be happy, but i dont expect excessive share price gains. Will be interesting to look back at end of year to see how everything turned out.