WOW or WES?

[divs4ever]

well after WES divested COL i basically doubled the WES holding , but still kept the COL entitlement

i still want to watch COL a bit longer before i consider injecting actual cash into them

WOW i sold down about 90% of the holding over 2017/2018/2019/2020 ( given the WOW performance over that period , i had an uncomfortably large holding )

currently i hold a few more COL then WOW . but i still participate in the WOW DRP so will probably catch up soon enough ( assuming i do not buy extra of either in the near future )

although i am watching intently i would probably buy more HPI before EDV , WOW would have to do something really special before i considered sending more cash their way , COL as mentioned before i am still watching

i doubt WES will slide back into target range the WES DRP will have to do the heavy lifting there

a more interesting guide into the WES v. WOW debate is their REITs ( SCP v BWP , i hold both )

SCP is now much less WOW ( and EDV ) focused to the extent that some malls feature COL outlets ( and liquor outlets ) while BWP is turning obsolete Bunnings warehouses into a more diversified commercial property portfolio ( away from food retail and liquor outlets )

interesting times

 

[sptrawler]

Could revisit this , with a new title WOW or COL.

View attachment 145929

Still out of WOW and bought the COL holding into the SMSF, I'm not overly enamoured with either, Aldi being the new kid on the block isn't carrying the legacy baggage that WOW or COL are so therefore can run a much leaner model.
I will probably do what I did with WOW and flip them to pick up a LIC at some time.

 

[InsvestoBoy]

well after WES divested COL i basically doubled the WES holding , but still kept the COL entitlement

i still want to watch COL a bit longer before i consider injecting actual cash into them

WOW i sold down about 90% of the holding over 2017/2018/2019/2020 ( given the WOW performance over that period , i had an uncomfortably large holding )

currently i hold a few more COL then WOW . but i still participate in the WOW DRP so will probably catch up soon enough ( assuming i do not buy extra of either in the near future )

although i am watching intently i would probably buy more HPI before EDV , WOW would have to do something really special before i considered sending more cash their way , COL as mentioned before i am still watching

i doubt WES will slide back into target range the WES DRP will have to do the heavy lifting there

a more interesting guide into the WES v. WOW debate is their REITs ( SCP v BWP , i hold both )

SCP is now much less WOW ( and EDV ) focused to the extent that some malls feature COL outlets ( and liquor outlets ) while BWP is turning obsolete Bunnings warehouses into a more diversified commercial property portfolio ( away from food retail and liquor outlets )

interesting times

Is there any share you don't hold

 

[divs4ever]

quite a few maybe 2000 of them

a lot of the missing names are blue chips ( become i only started investing in 2011 so many large caps have been poor value most of the time )

now sure if you got in early or even during the GFC some of those blue chips are real gems ( at your entry price )

but like all novices you can only buy what is for sale ( at a reasonable price )

lucky for me 2011 was a comparatively great year to start investing ( way better than say 2018 )