https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSTYM4Qq9wBWZpP1uke92GA%3D%3D
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![f9afc1a69f4e690b85173271360f9dacd21741.jpeg](//strawman.com/member/uploads/objects/ca/f9afc1a69f4e690b85173271360f9dacd21741.jpeg)
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Maybe we can adopt these strategies
Assessment of value: capture the opportunity a business has to prosper and thrive in the medium to long term.
![e8f62beb5fea21bbd9424bba09ba7afcdffe1d.jpeg](//strawman.com/member/uploads/objects/16/e8f62beb5fea21bbd9424bba09ba7afcdffe1d.jpeg)
Mentions: CBA, WBC, Macquarie Group, Region Group, CPU, Port Tauranga
Exited positions: IRESS, Atlas Arteria, Accor, Invocare, Brambles, Sonic Healthcare, IAG
Holdings in 48 companies.
Noted: Some option exposure.
![ad3943903201954e466d389120ec491016a211.jpeg](//strawman.com/member/uploads/objects/ef/ad3943903201954e466d389120ec491016a211.jpeg)
Return (inc div) 1yr: 6.02% 3yr: 8.03% pa 5yr: 1.72% pa
Listed Investment, A passive approach to investing. So a return of 6%, 8%pa after managers fees (MER)
Compound: Rule 72. (12=72/6) 12yrs to double the asset..could be ok.
NTA: i need to check.
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