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If your 3:1 SFMI:GHDC ratio is number of shares, then with the present sp ratio, that's about 10:1 in dollar terms. That seems a little skewed. I've built up my GHDC holdings to the point where I have almost equal numbers of shares of each, for about a 3:1 $ ratio. Not sure which one will do better either short term or in the long run, but I should do well either way. GHDC would have to really outperform SFMI to make up your 10:1 ratio. Not a rec, just an observation...
