This is so small compared to the size of SOLI I wonder why they bothered. Completely immaterial and must have taken up significant management time.

someone should tell the Fed

No. Once the cash is further invested things will be a lot clearer and it may be more interesting. Keeping an eye on it.

I almost always sell on a PW. Too many come in threes so cheaper to sell on the first one.

A bet on her reputation at present. As you say this has been a good idea in the past.

bought some PTAL. Decent yield whilst waiting for the oil price to tick up

Sold rump of MPAC, interims not well received

Not a good look I agree. Still SNX has I think some way to go to get to a sensible rating.

Added to WHR and SERE

Not for everyone