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duc's 'Margin of Safety' investment

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Total shares = 466 = $18,640
Cash = $3711.38

Total = $22,351.38

Position closed. Just over 5yrs. This is pretty much the starting point.

Return = +/- 17.45% compounded. Which is a little below my 20% benchmark.

The whole point of the exercise was to argue that re-investing the dividends and some strategic buy/sells outperforms just holding static the shares.

This could have been further improved by selling Options against the shares. Which I did not do. Had I done so, I should have made the benchmark+ especially where there are now so many weekly expiry Options.

jog on
duc
 
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