Recent content by monkton

It's all about balance :cool:

Was wanting to add some more MIR so a good opportunity.

:speechless:

A foot in both the LIC & ETF camps is a happy medium for me. It's said there is no perfect portfolio, so best to do what suits the individual so one can sleep well at night.

So we still get to eat again, after the last few days will be ready to do so by the 17th. :cool:

Thanks for your thoughts. Yes, benign neglect is what I'm ultimately heading for, just a few adjustments still to make. Knowing I should just 'bite the bullet' & do it now, but ah, too hard, I'll get there in good time.

:wheniwasaboy:The man who waited for a good entry price. Made a tidy profit on WHF after holding a number of years & participating in a few SPP's. All the while enjoying a good full franked dividend.

As of yesterday, have now sold out of WHF completely. Funds immediately directed into ARG & AUI. ARG was easy & went straight through, but has been stated it's harder to get largish amounts of AUI, so broke it up into smaller parcels & got the deed done. One less holding to bother about now &...

Yes, but if you look at the 1yr.,3yr. & 5yr performance it tells a different story. I do hold WLE & like the big yield, but the fees are high but am not sure if this is sustainable long term, WAM itself is a case in point, high fees, high yield but lousy performance of share price, glad I sold...

Yes as @Ferret said in #208, discounted NTA then ARG or other old school Lic's. I like the dividend smoothing in tough times.

Good discount to NTA at present, so good time for a buyback.

Not pocket change then :cool:

Gluskies should do well out of this ;)

A few years ago while at an ARG investor conference, I asked one of the ARG 'team why there were cross holdings amongst the old scholl Lic's. Was told that 'back in the mists of time' there was talk of an amalgamation of them, thus the holdings. Obviously this didn't eventuate, but for many...

Oops, pays to read the current AGM :oops: