https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSTYM4Qq9wBWZpP1uke92GA%3D%3D
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.
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.
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.