it's a bit more than 200k pa capital inflows really including smsf and growing.
Generally i will look at topping up core holding ; etfs, asx vas/vhy/qoz. Drp ticked on all these. Leaning towards more qoz smart beta stuff these days. If any big lics are at 5% discount to nta i'd buy them over the etfs. Popularity of smsf means that doesn't happen much, not for a few years. When the market tanked in 2011, it was good buying as afi and arg were available at significant discount.
Next i am looking at asx moat rated stuff that's beaten up. I regularly run the 52 week lows for about 30 stocks i like, work out if there is value there or a agree with it's market price. I also have a thing for owner/manager stuff so have a few stocks i like that i will top up on if the price looks ok.
Next i will go to the states, grab some vts. I will also grab more brk.b. The amount will be linked to its price to book..some mkl or y perhaps, maybe oak or ffh.to...p/b has an effect on which is added. I'd pay a higher multiple for brk.b than any of the others.. Then there are some us blue chips i like, i'll see what's happening run the ruler over a handful of stocks. If there is value i'll buy.
I'll always buy etfs and usually i will find a couple of positions to start or add to. I find if i don't have a lot of conviction i will go in to bogle mode rather than lynch mode