It is funny to see how the major staples of superfunds and ETFs crumble and nobody speaks out. Banks are 36.2% of the ASX200 and big miners are 15.2%.
Month (May) to date % change
CBA -5.05%
ANZ -10.59%
NAB -5.00%
WBC -4.95%
BHP -2.55%
RIO -2.95%