At this stage we don’t see any reason to deviate away from our current portfolio holdings:
Flagship Growth Portfolio: Bank of Queensland (BOQ), Commonwealth Bank (BOQ) and Macquarie Bank (MQG)
Income Portfolio: Bank of Queensland (BOQ) and Commonwealth Bank (BOQ) – not including Hybrids.
In terms of dividends CBA is due to pay its next juicy morsel this month and BOQ in October. Conversely the other 3 members of the “Big 4” don’t pay their next dividends until November providing plenty of room to switch from a time perspective to garner future pay-outs if value opportunities arise – NAB would be our preferred choice at this stage.
By definition, our best Income ideas are shown via our Income Portfolio here