NTA & Investment Update - March 2022
Am actually amazed at how well this is doing considering the circumstances with travel and covid restrictions after a few hiccups last year including a couple of capital raises (which I decided not to take as ALI were a bit vague on how capital was going to be spent)
One concern is that it is heavily weighted towards US as in the below chart. On the flipside, this has the advantage of leveraging Biden's infrastructure bill. The other concern is the leverage toward electricity, will need to study this a bit more on how electricity markets work given inputs such as coal and gas have been rising.
Anyway, one of the worry free investments in my holdings for now given the fully franked dividend.
Held