a reader asked me a couple of questions, i just finished replying and then realised that i wrote so much. thus decided to open a page to share with other readers. Hi Paul, I have just finished reading your blog from very first post to this one. Thank you for sharing your investment strategy and portfolio. May I ask you two questions? 1) Why did you sell Engro and Singre? 2) It seems that you are slowly transforming your portfolio from undervalued penny stocks to blue chips, would you mind to share the reason for doing so? Is is to lower the risk? Thank you in advance hi. of course. 1) Engro - yield is a low 2-3%, and this year will see its dividend being cut. nav stopped increasing. - placing money there is not necessary as safe as before - risk benefit makes lesser sense - ...